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

ORG Wealth Partners’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	$13.2K	Sell	164 -13	-7%	-$1.04K	﹤0.01%	498
2026 Q1	$14.1K	Hold	177	–	–	﹤0.01%	461
2025 Q4	$14.3K	Hold	177	–	–	﹤0.01%	443
2025 Q3	$14.4K	Hold	177	–	–	﹤0.01%	438
2025 Q2	$14.3K	Hold	177	–	–	﹤0.01%	464
2025 Q1	$14K	Buy	177 +121	+216%	+$9.6K	﹤0.01%	499
2024 Q4	$4.4K	Hold	56	–	–	﹤0.01%	426
2024 Q3	$4.5K	Buy	+56	New	+$4.41K	﹤0.01%	408

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

ORG Wealth Partners's HYG Position: Q2 2026 in Review

ORG Wealth Partners reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 7.3% in Q2 2026, selling an estimated $1.04K and leaving 164 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

ORG Wealth Partners first reported a position in HYG in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.4K in Q3 2025. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

ORG Wealth Partners held 164 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $13.2K as of Q2 2026.
ORG Wealth Partners sold 13 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.04K.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #498 holding.
ORG Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $14.4K in Q3 2025.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.