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

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

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. 334 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.
  • 334 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.