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Petix & Botte Financial’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Petix & Botte Financial’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 		$701K Buy
8,762
+4,409
+101% +$353K 0.14% 78
2026
Q1 		$693K Sell
4,353
-4,317
-50% -$347K 0.15% 76
2025
Q4 		$699K Sell
8,670
-2,980
-26% -$240K 0.16% 75
2025
Q3 		$946K Buy
11,650
+52
+0.4% +$4.19K 0.22% 60
2025
Q2 		$935K Sell
11,598
-935
-7% -$73.7K 0.23% 59
2025
Q1 		$989K Buy
12,533
+32
+0.3% +$2.54K 0.26% 60
2024
Q4 		$983K Sell
12,501
-2,748
-18% -$218K 0.26% 59
2024
Q3 		$1.22M Buy
15,249
+716
+5% +$56.3K 0.33% 45
2024
Q2 		$1.12M Sell
14,533
-70,745
-83% -$5.44M 0.32% 46
2024
Q1 		$6.63M Buy
85,278
+76,466
+868% +$5.91M 1.65% 19
2023
Q4 		$682K Buy
8,812
+63
+0.7% +$4.7K 0.2% 59
2023
Q3 		$645K Buy
8,749
+49
+0.6% +$3.66K 0.2% 57
2023
Q2 		$653K Buy
+8,700
New +$649K 0.2% 56
2021
Q4 		– Sell
-3,034
Closed -$266K – 91
2021
Q3 		$266K Buy
3,034
+755
+33% +$66.2K 0.09% 94
2021
Q2 		$201K Buy
+2,279
New +$199K 0.14% 77
2021
Q1 		– Sell
-2,313
Closed -$202K – 76
2020
Q4 		$202K Sell
2,313
-142
-6% -$12.2K 0.15% 81
2020
Q3 		$206K Sell
2,455
-2,669
-52% -$225K 0.16% 77
2020
Q2 		$212K Buy
+5,124
New +$413K 0.17% 71
2020
Q1 		– Sell
-3,301
Closed -$292K – 73
2019
Q4 		$292K Buy
+3,301
New +$287K 0.23% 66

Other funds holding HYG

Morgan Stanley
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
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
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Petix & Botte Financial's HYG Position: Q2 2026 in Review

Petix & Botte Financial increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 101% in Q2 2026, buying an estimated $353K and bringing the position to 8,762 shares worth $701K. The position accounts for 0.14% of the portfolio, ranked #78.

Petix & Botte Financial first reported a position in HYG in Q4 2019 and has held it in 19 quarters since. The position peaked at $6.63M in Q1 2024. 990 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Petix & Botte Financial held 8,762 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $701K as of Q2 2026.
  • Petix & Botte Financial bought 4,409 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $353K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.14% of Petix & Botte Financial's portfolio in Q2 2026, its #78 holding.
  • Petix & Botte Financial first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and has held it in 19 quarters since.
  • Petix & Botte Financial's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $6.63M in Q1 2024.
  • 990 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.