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 Q2	$1.85M	Sell	4,649 -28,751	-86%	-$2.3M	1.22%	18
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 $1.89T 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

Mittelman Wealth Management's HYG Position: Q2 2026 in Review

Mittelman Wealth Management reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 86% in Q2 2026, selling an estimated $2.3M and leaving 4,649 shares worth $1.85M. The position accounts for 1.22% of the portfolio, ranked #18.

Mittelman Wealth Management first reported a position in HYG in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.89M in Q4 2025. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Mittelman Wealth Management held 4,649 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.85M as of Q2 2026.
Mittelman Wealth Management sold 28,751 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.3M.
iShares iBoxx $ High Yield Corporate Bond ETF made up 1.22% of Mittelman Wealth Management's portfolio in Q2 2026, its #18 holding.
Mittelman Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Mittelman Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.89M in Q4 2025.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.