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

Navigation 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 		$562K Buy
7,030
+232
+3% +$18.6K 0.77% 16
2026
Q1 		$541K Buy
6,798
+3,674
+118% +$296K 1.95% 14
2025
Q4 		$252K Buy
3,124
+182
+6% +$14.7K 0.37% 23
2025
Q3 		$239K Buy
+2,942
New +$237K 0.35% 22

Other funds holding HYG

GC
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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
TC
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

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

Navigation Wealth Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 3.4% in Q2 2026, buying an estimated $18.6K and bringing the position to 7,030 shares worth $562K. The position accounts for 0.77% of the portfolio, ranked #16.

Navigation Wealth Management first reported a position in HYG in Q3 2025 and has held it in 4 quarters since. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Navigation Wealth Management held 7,030 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $562K as of Q2 2026.
  • Navigation Wealth Management bought 232 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $18.6K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.77% of Navigation Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Navigation Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Navigation Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.