Owen LaRue’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Owen LaRue’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	$511K	Buy	6,386 +24	+0.4%	+$1.92K	0.18%	92
2026 Q1	$506K	Sell	6,362 -2,648	-29%	-$213K	0.19%	87
2025 Q4	$727K	Sell	9,010 -3,561	-28%	-$287K	0.28%	70
2025 Q3	$1.02M	Sell	12,571 -229	-2%	-$18.5K	0.4%	53
2025 Q2	$1.03M	Sell	12,800 -424	-3%	-$33.4K	0.44%	54
2025 Q1	$1.04M	Buy	13,224 +380	+3%	+$30.2K	0.52%	46
2024 Q4	$1.01M	Sell	12,844 -2,573	-17%	-$204K	0.53%	44
2024 Q3	$1.24M	Buy	15,417 +1,381	+10%	+$109K	0.66%	42
2024 Q2	$1.08M	Buy	14,036 +5	+0%	+$384	0.67%	35
2024 Q1	$1.09M	Buy	+14,031	New	+$1.08M	0.68%	34

Other funds holding HYG

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

PAM

PartnerRe Asset Management Greenwich, Connecticut $142M AUM

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Owen LaRue's HYG Position: Q2 2026 in Review

Owen LaRue increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.38% in Q2 2026, buying an estimated $1.92K and bringing the position to 6,386 shares worth $511K. The position accounts for 0.18% of the portfolio, ranked #92.

Owen LaRue first reported a position in HYG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.24M in Q3 2024. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Owen LaRue held 6,386 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $511K as of Q2 2026.
Owen LaRue bought 24 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.92K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.18% of Owen LaRue's portfolio in Q2 2026, its #92 holding.
Owen LaRue first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Owen LaRue's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.24M in Q3 2024.
262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.