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

Perfromance 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	$269K	Sell	3,370 -5	-0.1%	-$400	0.01%	188
2026 Q1	$269K	Hold	3,375	–	–	0.01%	173
2025 Q4	$272K	Sell	3,375 -50	-1%	-$4.03K	0.01%	174
2025 Q3	$278K	Hold	3,425	–	–	0.01%	170
2025 Q2	$276K	Sell	3,425 -25	-0.7%	-$1.97K	0.01%	155
2025 Q1	$272K	Hold	3,450	–	–	0.01%	140
2024 Q4	$271K	Sell	3,450 -400	-10%	-$31.8K	0.01%	148
2024 Q3	$309K	Sell	3,850 -146	-4%	-$11.5K	0.01%	142
2024 Q2	$308K	Buy	+3,996	New	+$307K	0.01%	120
2024 Q1	–	Sell	-7,893	Closed	-$611K	–	176
2023 Q4	$611K	Sell	7,893 -2,983	-27%	-$222K	0.03%	91
2023 Q3	$802K	Sell	10,876 -2,279	-17%	-$170K	0.04%	82
2023 Q2	$978K	Sell	13,155 -2,135	-14%	-$159K	0.04%	81
2023 Q1	$1.16M	Sell	15,290 -2,673	-15%	-$200K	0.06%	71
2022 Q4	$1.32M	Sell	17,963 -2,467	-12%	-$182K	0.08%	64
2022 Q3	$1.46M	Sell	20,430 -2,343	-10%	-$177K	0.08%	56
2022 Q2	$1.68M	Sell	22,773 -1,087	-5%	-$84.5K	0.09%	54
2022 Q1	$1.96M	Sell	23,860 -3,015	-11%	-$252K	0.09%	56
2021 Q4	$2.34M	Buy	+26,875	New	+$2.33M	0.09%	55

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

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

Perfromance Wealth Partners reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.15% in Q2 2026, selling an estimated $400 and leaving 3,370 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #188.

Perfromance Wealth Partners first reported a position in HYG in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.34M in Q4 2021. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Perfromance Wealth Partners held 3,370 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $269K as of Q2 2026.
Perfromance Wealth Partners sold 5 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $400.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #188 holding.
Perfromance Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
Perfromance Wealth Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.34M in Q4 2021.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.