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

NewEdge Wealth’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 		$219K Sell
2,740
-309
-10% -$24.7K ﹤0.01% 1154
2026
Q1 		$243K Buy
3,049
+46
+2% +$3.7K ﹤0.01% 1024
2025
Q4 		$242K Buy
3,003
+31
+1% +$2.5K ﹤0.01% 1099
2025
Q3 		$238K Sell
2,972
-33
-1% -$2.66K ﹤0.01% 939
2025
Q2 		$241K Sell
3,005
-175
-6% -$13.8K ﹤0.01% 887
2025
Q1 		$251K Sell
3,180
-1,000
-24% -$79.4K ﹤0.01% 813
2024
Q4 		$329K Sell
4,180
-76
-2% -$6.03K 0.01% 733
2024
Q3 		$342K Sell
4,256
-1,108
-21% -$87.2K 0.01% 697
2024
Q2 		$414K Sell
5,364
-625
-10% -$48.1K 0.01% 587
2024
Q1 		$460K Sell
5,989
-908
-13% -$70.2K 0.01% 579
2023
Q4 		$534K Sell
6,897
-3,594
-34% -$268K 0.01% 499
2023
Q3 		$773K Sell
10,491
-554
-5% -$41.4K 0.02% 394
2023
Q2 		$829K Buy
11,045
+2,522
+30% +$188K 0.03% 378
2023
Q1 		$644K Sell
8,523
-3,159
-27% -$237K 0.02% 379
2022
Q4 		$860K Sell
11,682
-9,409
-45% -$694K 0.04% 307
2022
Q3 		$1.51M Sell
21,091
-5,745
-21% -$434K 0.07% 228
2022
Q2 		$1.98M Sell
26,836
-27,642
-51% -$2.15M 0.09% 192
2022
Q1 		$4.48M Sell
54,478
-16,079
-23% -$1.34M 0.2% 115
2021
Q4 		$6.14M Buy
70,557
+46,508
+193% +$4.04M 0.26% 97
2021
Q3 		$2.1M Buy
24,049
+1,817
+8% +$159K 0.13% 123
2021
Q2 		$1.96M Buy
22,232
+687
+3% +$60K 0.15% 131
2021
Q1 		$1.88M Buy
21,545
+4,899
+29% +$426K 0.19% 110
2020
Q4 		$1.45M Buy
+16,646
New +$1.43M 0.45% 66

Other funds holding HYG

Morgan Stanley
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
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
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

NewEdge Wealth's HYG Position: Q2 2026 in Review

NewEdge Wealth reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 10% in Q2 2026, selling an estimated $24.7K and leaving 2,740 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

NewEdge Wealth first reported a position in HYG in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.14M in Q4 2021. 990 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • NewEdge Wealth held 2,740 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $219K as of Q2 2026.
  • NewEdge Wealth sold 309 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $24.7K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1154 holding.
  • NewEdge Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • NewEdge Wealth's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $6.14M in Q4 2021.
  • 990 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.