Phillips Financial Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Phillips Financial Management’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	$18.1K	Sell	226 -238	-51%	-$19K	﹤0.01%	266
2026 Q1	$36.9K	Hold	464	–	–	﹤0.01%	244
2025 Q4	$37.4K	Sell	464 -313	-40%	-$25.2K	﹤0.01%	256
2025 Q3	$63.1K	Sell	777 -586	-43%	-$47.2K	﹤0.01%	245
2025 Q2	$110K	Sell	1,363 -123	-8%	-$9.69K	0.01%	204
2025 Q1	$117K	Sell	1,486 -321	-18%	-$25.5K	0.01%	193
2024 Q4	$142K	Buy	1,807 +1	+0.1%	+$79	0.01%	180
2024 Q3	$145K	Sell	1,806 -1,062	-37%	-$83.5K	0.01%	192
2024 Q2	$221K	Hold	2,868	–	–	0.02%	175
2024 Q1	$223K	Sell	2,868 -361	-11%	-$27.9K	0.02%	171
2023 Q4	$250K	Sell	3,229 -366	-10%	-$27.3K	0.02%	156
2023 Q3	$265K	Sell	3,595 -6	-0.2%	-$448	0.03%	152
2023 Q2	$270K	Sell	3,601 -204	-5%	-$15.2K	0.03%	150
2023 Q1	$287K	Buy	3,805 +127	+3%	+$9.51K	0.03%	146
2022 Q4	$271K	Sell	3,678 -127	-3%	-$9.36K	0.03%	132
2022 Q3	$272K	Buy	+3,805	New	+$288K	0.03%	130
2022 Q2	–	Sell	-5,216	Closed	-$429K	–	122
2022 Q1	$429K	Buy	+5,216	New	+$436K	0.04%	109
2014 Q4	–	Sell	-10,123	Closed	-$917K	–	69
2014 Q3	$917K	Buy	+10,123	New	+$947K	0.28%	53
2013 Q3	–	Sell	-10,086	Closed	-$941K	–	61
2013 Q2	$941K	Buy	+10,086	New	+$947K	0.34%	46

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

Phillips Financial Management's HYG Position: Q2 2026 in Review

Phillips Financial Management reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 51% in Q2 2026, selling an estimated $19K and leaving 226 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Phillips Financial Management first reported a position in HYG in Q2 2013 and has held it in 19 quarters since. The position peaked at $941K in Q2 2013. 991 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Phillips Financial Management held 226 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $18.1K as of Q2 2026.
Phillips Financial Management sold 238 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $19K.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q2 2026, its #266 holding.
Phillips Financial Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 19 quarters since.
Phillips Financial Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $941K in Q2 2013.
991 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.