NerdWallet Wealth Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

NerdWallet Wealth Partners’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	$4.03M	Buy	50,352 +7,696	+18%	+$616K	1.39%	11
2026 Q1	$3.39M	Buy	42,656 +5,925	+16%	+$477K	1.48%	11
2025 Q4	$2.96M	Buy	36,731 +3,598	+11%	+$290K	1.33%	11
2025 Q3	$2.69M	Buy	+33,133	New	+$2.67M	1.32%	12

Other funds holding HYG

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

PartnerRe Asset Management Greenwich, Connecticut $142M AUM

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Acasta Partners UK London $189M AUM

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return