O'Rourke & Company’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

O'Rourke & Company’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	$452K	Buy	5,649 +249	+5%	+$19.9K	0.16%	114
2026 Q1	$430K	Sell	5,400 -125	-2%	-$10.1K	0.17%	111
2025 Q4	$445K	Buy	5,525 +322	+6%	+$26K	0.17%	109
2025 Q3	$422K	Buy	5,203 +208	+4%	+$16.8K	0.18%	110
2025 Q2	$403K	Buy	4,995 +48	+1%	+$3.78K	0.19%	108
2025 Q1	$390K	Buy	4,947 +840	+20%	+$66.7K	0.19%	107
2024 Q4	$323K	Buy	4,107 +182	+5%	+$14.4K	0.16%	125
2024 Q3	$315K	Sell	3,925 -261	-6%	-$20.5K	0.16%	116
2024 Q2	$323K	Buy	4,186 +916	+28%	+$70.4K	0.18%	108
2024 Q1	$254K	Buy	+3,270	New	+$253K	0.15%	131

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

O'Rourke & Company's HYG Position: Q2 2026 in Review

O'Rourke & Company increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 4.6% in Q2 2026, buying an estimated $19.9K and bringing the position to 5,649 shares worth $452K. The position accounts for 0.16% of the portfolio, ranked #114.

O'Rourke & Company first reported a position in HYG in Q1 2024 and has held it in 10 quarters since. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

O'Rourke & Company held 5,649 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $452K as of Q2 2026.
O'Rourke & Company bought 249 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $19.9K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.16% of O'Rourke & Company's portfolio in Q2 2026, its #114 holding.
O'Rourke & Company first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on O'Rourke & Company's 13F filing for Q2 2026, filed 14 Aug 2026.