Newbridge Financial Services Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Newbridge Financial Services Group’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	$93.7K	Buy	1,171 +397	+51%	+$31.8K	0.01%	343
2026 Q1	$61.5K	Buy	774 +378	+95%	+$30.4K	0.01%	383
2025 Q4	$31.9K	Buy	+396	New	+$31.9K	0.01%	533
2024 Q1	–	Sell	-26	Closed	-$2.01K	–	1228
2023 Q4	$2.01K	Buy	26 +1	+4%	+$75	﹤0.01%	967
2023 Q3	$1.88K	Hold	25	–	–	﹤0.01%	1079
2023 Q2	$1.89K	Buy	+25	New	+$1.87K	﹤0.01%	1140
2022 Q2	–	Sell	-88	Closed	-$7K	–	1427
2022 Q1	$7K	Buy	88 +3	+4%	+$251	﹤0.01%	1019
2021 Q4	$7K	Sell	85 -333	-80%	-$28.9K	﹤0.01%	995
2021 Q3	$37K	Sell	418 -16	-4%	-$1.4K	0.02%	494
2021 Q2	$38K	Buy	434 +220	+103%	+$19.2K	0.02%	529
2021 Q1	$19K	Buy	214 +94	+78%	+$8.18K	0.01%	706
2020 Q4	$10K	Buy	120 +30	+33%	+$2.57K	0.01%	725
2020 Q3	$8K	Buy	+90	New	+$7.58K	0.01%	720

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

Newbridge Financial Services Group's HYG Position: Q2 2026 in Review

Newbridge Financial Services Group increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 51% in Q2 2026, buying an estimated $31.8K and bringing the position to 1,171 shares worth $93.7K. The position accounts for 0.01% of the portfolio, ranked #343.

Newbridge Financial Services Group first reported a position in HYG in Q3 2020 and has held it in 13 quarters since. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Newbridge Financial Services Group held 1,171 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $93.7K as of Q2 2026.
Newbridge Financial Services Group bought 397 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $31.8K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #343 holding.
Newbridge Financial Services Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2020 and has held it in 13 quarters since.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.