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

OneAscent Financial Services’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	$428K	Buy	5,353 +156	+3%	+$12.5K	0.02%	416
2026 Q1	$413K	Buy	+5,197	New	+$418K	0.02%	382
2025 Q4	–	Sell	-4,724	Closed	-$384K	–	503
2025 Q3	$384K	Sell	4,724 -211	-4%	-$17K	0.03%	339
2025 Q2	$398K	Sell	4,935 -4,845	-50%	-$382K	0.03%	357
2025 Q1	$774K	Buy	9,780 +5,753	+143%	+$457K	0.05%	245
2024 Q4	$317K	Buy	+4,027	New	+$320K	0.03%	346
2024 Q2	–	Sell	-3,662	Closed	-$285K	–	296
2024 Q1	$285K	Sell	3,662 -683	-16%	-$52.8K	0.03%	297
2023 Q4	$336K	Buy	+4,345	New	+$324K	0.04%	245

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

OneAscent Financial Services's HYG Position: Q2 2026 in Review

OneAscent Financial Services increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 3% in Q2 2026, buying an estimated $12.5K and bringing the position to 5,353 shares worth $428K. The position accounts for 0.02% of the portfolio, ranked #416.

OneAscent Financial Services first reported a position in HYG in Q4 2023 and has held it in 8 quarters since. The position peaked at $774K in Q1 2025. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

OneAscent Financial Services held 5,353 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $428K as of Q2 2026.
OneAscent Financial Services bought 156 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $12.5K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of OneAscent Financial Services's portfolio in Q2 2026, its #416 holding.
OneAscent Financial Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and has held it in 8 quarters since.
OneAscent Financial Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $774K in Q1 2025.
984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.