Midwest Trust’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Midwest Trust’s Portfolio HYG Stock Details HYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$422K	Sell	5,279 -10,523	-67%	-$842K	﹤0.01%	480
2026 Q1	$1.26M	Sell	15,802 -401	-2%	-$32.3K	0.02%	330
2025 Q4	$1.31M	Buy	16,203 +924	+6%	+$74.5K	0.02%	318
2025 Q3	$1.24M	Hold	15,279	–	–	0.02%	321
2025 Q2	$1.23M	Buy	+15,279	New	+$1.2M	0.02%	319

Other funds holding HYG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Midwest Trust's HYG Position: Q2 2026 in Review

Midwest Trust reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 67% in Q2 2026, selling an estimated $842K and leaving 5,279 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Midwest Trust first reported a position in HYG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.31M in Q4 2025. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Midwest Trust held 5,279 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $422K as of Q2 2026.
Midwest Trust sold 10,523 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $842K.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Midwest Trust's portfolio in Q2 2026, its #480 holding.
Midwest Trust first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Midwest Trust's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.31M in Q4 2025.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.