Mittelman Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Mittelman Wealth Management’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 Q1	$2.66M	Sell	33,400 -2,462	-7%	-$198K	1.66%	16
2025 Q4	$2.89M	Buy	35,862 +701	+2%	+$56.5K	1.88%	14
2025 Q3	$2.85M	Buy	35,161 +10,804	+44%	+$871K	1.87%	14
2025 Q2	$1.96M	Buy	24,357 +3,542	+17%	+$279K	1.66%	12
2025 Q1	$1.64M	Buy	20,815 +1,546	+8%	+$123K	1.48%	12
2024 Q4	$1.52M	Sell	19,269 -6,393	-25%	-$508K	1.41%	11
2024 Q3	$2.06M	Buy	25,662 +19,041	+288%	+$1.5M	1.17%	12
2024 Q2	$511K	Buy	6,621 +3,680	+125%	+$283K	0.33%	50
2024 Q1	$229K	Buy	+2,941	New	+$227K	0.15%	61

Other funds holding HYG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Mittelman Wealth Management's HYG Position: Q1 2026 in Review

Mittelman Wealth Management reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 6.9% in Q1 2026, selling an estimated $198K and leaving 33,400 shares worth $2.66M. The position accounts for 1.66% of the portfolio, ranked #16.

Mittelman Wealth Management first reported a position in HYG in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.89M in Q4 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Mittelman Wealth Management held 33,400 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $2.66M as of Q1 2026.
Mittelman Wealth Management sold 2,462 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $198K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 1.66% of Mittelman Wealth Management's portfolio in Q1 2026, its #16 holding.
Mittelman Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Mittelman Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.89M in Q4 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Mittelman Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.