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

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

NerdWallet Wealth Partners's HYG Position: Q2 2026 in Review

NerdWallet Wealth Partners increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 18% in Q2 2026, buying an estimated $616K and bringing the position to 50,352 shares worth $4.03M. The position accounts for 1.39% of the portfolio, ranked #11.

NerdWallet Wealth Partners first reported a position in HYG in Q3 2025 and has held it in 4 quarters since. 985 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

NerdWallet Wealth Partners held 50,352 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $4.03M as of Q2 2026.
NerdWallet Wealth Partners bought 7,696 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $616K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 1.39% of NerdWallet Wealth Partners's portfolio in Q2 2026, its #11 holding.
NerdWallet Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
985 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on NerdWallet Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.