New Wave Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

New Wave Wealth Advisors’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	–	Sell	-2,868	Closed	-$228K	–	219
2026 Q1	$228K	Buy	2,868 +6	+0.2%	+$483	0.08%	173
2025 Q4	$231K	Buy	+2,862	New	+$231K	0.08%	167
2025 Q2	–	Sell	-4,088	Closed	-$323K	–	153
2025 Q1	$323K	Buy	4,088 +3,832	+1,497%	+$304K	0.14%	93
2024 Q4	$20.1K	Buy	+256	New	+$20.3K	0.01%	279

Other funds holding HYG

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

New Wave Wealth Advisors's HYG Position: Q2 2026 in Review

New Wave Wealth Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2026, closing a stake of 2,868 shares — an estimated $228K sold.

New Wave Wealth Advisors first reported a position in HYG in Q4 2024 and held it in 4 quarters. The position peaked at $323K in Q1 2025. 340 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

New Wave Wealth Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
New Wave Wealth Advisors sold 2,868 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $228K.
New Wave Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2024 and held it in 4 quarters.
New Wave Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $323K in Q1 2025.
340 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.