MKD Wealth Coaches’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

MKD Wealth Coaches’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	$662K	Buy	8,272 +210	+3%	+$16.8K	0.57%	12
2026 Q1	$641K	Sell	8,062 -252	-3%	-$20.3K	0.63%	12
2025 Q4	$670K	Sell	8,314 -11	-0.1%	-$887	0.67%	11
2025 Q3	$676K	Buy	8,325 +203	+2%	+$16.4K	0.67%	11
2025 Q2	$655K	Sell	8,122 -179	-2%	-$14.1K	0.69%	10
2025 Q1	$655K	Sell	8,301 -1	-0%	-$79	0.74%	10
2024 Q4	$653K	Buy	+8,302	New	+$659K	0.66%	10
2021 Q4	$304K	Sell	3,496 -127	-4%	-$11K	0.42%	19
2021 Q3	$317K	Buy	3,623 +17	+0.5%	+$1.49K	0.5%	14
2021 Q2	$317K	Sell	3,606 -52	-1%	-$4.54K	0.51%	13
2021 Q1	$319K	Sell	3,658 -2,091	-36%	-$182K	0.54%	13
2020 Q4	$502K	Buy	5,749 +3,178	+124%	+$272K	0.8%	13
2020 Q3	$216K	Buy	+2,571	New	+$216K	0.31%	30
2019 Q3	–	Sell	-1	Closed	–	–	115
2019 Q2	$0	Sell	1 -61	-98%	-$5.27K	﹤0.01%	222
2019 Q1	$5K	Hold	62	–	–	0.01%	152
2018 Q4	$5K	Buy	+62	New	+$5.19K	0.01%	139

Other funds holding HYG

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

PAM

PartnerRe Asset Management Greenwich, Connecticut $142M AUM

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MKD Wealth Coaches's HYG Position: Q2 2026 in Review

MKD Wealth Coaches increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 2.6% in Q2 2026, buying an estimated $16.8K and bringing the position to 8,272 shares worth $662K. The position accounts for 0.57% of the portfolio, ranked #12.

MKD Wealth Coaches first reported a position in HYG in Q4 2018 and has held it in 16 quarters since. The position peaked at $676K in Q3 2025. 211 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

MKD Wealth Coaches held 8,272 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $662K as of Q2 2026.
MKD Wealth Coaches bought 210 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $16.8K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.57% of MKD Wealth Coaches's portfolio in Q2 2026, its #12 holding.
MKD Wealth Coaches first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and has held it in 16 quarters since.
MKD Wealth Coaches's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $676K in Q3 2025.
211 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on MKD Wealth Coaches's 13F filing for Q2 2026, filed 14 Jul 2026.