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

MorganRosel 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	$3.59M	Buy	44,849 +4,142	+10%	+$331K	1.21%	25
2026 Q1	$3.24M	Sell	40,707 -18,544	-31%	-$1.49M	1.28%	24
2025 Q4	$4.78M	Buy	59,251 +4,753	+9%	+$383K	1.2%	24
2025 Q3	$4.42M	Buy	54,498 +2,206	+4%	+$178K	1.15%	23
2025 Q2	$4.22M	Buy	52,292 +5,597	+12%	+$441K	1.15%	23
2025 Q1	$3.68M	Buy	46,695 +13,904	+42%	+$1.1M	1.12%	24
2024 Q4	$2.58M	Buy	32,791 +1,302	+4%	+$103K	0.85%	27
2024 Q3	$2.53M	Buy	31,489 +559	+2%	+$44K	0.83%	25
2024 Q2	$2.39M	Sell	30,930 -1,150	-4%	-$88.4K	0.84%	26
2024 Q1	$2.49M	Buy	32,080 +11,731	+58%	+$907K	0.89%	25
2023 Q4	$1.57M	Buy	20,349 +6,317	+45%	+$471K	0.61%	31
2023 Q3	$1.03M	Buy	14,032 +294	+2%	+$22K	0.43%	37
2023 Q2	$1.03M	Buy	13,738 +954	+7%	+$71.2K	0.42%	39
2023 Q1	$966K	Buy	12,784 +1,542	+14%	+$116K	0.41%	45
2022 Q4	$828K	Buy	11,242 +2,743	+32%	+$202K	0.38%	56
2022 Q3	$607K	Buy	8,499 +3,369	+66%	+$255K	0.3%	59
2022 Q2	$378K	Buy	+5,130	New	+$399K	0.2%	78
2020 Q4	–	Sell	-11,694	Closed	-$981K	–	76
2020 Q3	$981K	Sell	11,694 -78	-0.7%	-$6.57K	0.79%	23
2020 Q2	$961K	Buy	11,772 +2,165	+23%	+$174K	0.89%	18
2020 Q1	$740K	Sell	9,607 -7,965	-45%	-$673K	0.84%	21
2019 Q4	$1.54M	Buy	17,572 +156	+0.9%	+$13.6K	1.17%	18
2019 Q3	$1.52M	Buy	+17,416	New	+$1.51M	1.25%	16

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

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

MorganRosel Wealth Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 10% in Q2 2026, buying an estimated $331K and bringing the position to 44,849 shares worth $3.59M. The position accounts for 1.21% of the portfolio, ranked #25.

MorganRosel Wealth Management first reported a position in HYG in Q3 2019 and has held it in 22 quarters since. The position peaked at $4.78M in Q4 2025. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

MorganRosel Wealth Management held 44,849 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.59M as of Q2 2026.
MorganRosel Wealth Management bought 4,142 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $331K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 1.21% of MorganRosel Wealth Management's portfolio in Q2 2026, its #25 holding.
MorganRosel Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2019 and has held it in 22 quarters since.
MorganRosel Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.78M in Q4 2025.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

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