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

Modern 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	$204K	Buy	+2,554	New	+$204K	﹤0.01%	1034
2025 Q4	–	Sell	-6,067	Closed	-$493K	–	867
2025 Q3	$493K	Buy	+6,067	New	+$489K	0.01%	509
2025 Q2	–	Sell	-3,293	Closed	-$260K	–	787
2025 Q1	$260K	Sell	3,293 -1,960	-37%	-$156K	0.01%	572
2024 Q4	$413K	Sell	5,253 -2,985	-36%	-$237K	0.02%	391
2024 Q3	$662K	Sell	8,238 -22	-0.3%	-$1.73K	0.04%	210
2024 Q2	$637K	Sell	8,260 -1	-0%	-$77	0.05%	187
2024 Q1	$642K	Buy	8,261 +3,129	+61%	+$242K	0.06%	146
2023 Q4	$397K	Buy	+5,132	New	+$383K	0.05%	112

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

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

Modern Wealth Management opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2026: 2,554 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1034 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in HYG as recently as Q3 2025.

Modern Wealth Management first reported a position in HYG in Q4 2023 and has held it in 8 quarters since. The position peaked at $662K in Q3 2024. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Modern Wealth Management held 2,554 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $204K as of Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF was a new Modern Wealth Management position in Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1034 holding.
Modern Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and has held it in 8 quarters since.
Modern Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $662K in Q3 2024.
984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.