Physician Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.66K Sell
46
-10
-18% -$800 ﹤0.01% 1238
2026
Q1
$4.47K Buy
56
+3
+6% +$241 ﹤0.01% 1045
2025
Q4
$4.25K Sell
53
-53
-50% -$4.27K ﹤0.01% 1023
2025
Q3
$8.57K Sell
106
-194
-65% -$15.6K ﹤0.01% 788
2025
Q2
$24.2K Buy
300
+50
+20% +$3.94K ﹤0.01% 474
2025
Q1
$19.7K Sell
250
-30
-11% -$2.38K ﹤0.01% 493
2024
Q4
$22K Buy
+280
New +$22.2K ﹤0.01% 485
2020
Q4
Sell
-3,268
Closed -$274K 143
2020
Q3
$274K Buy
3,268
+341
+12% +$28.7K 0.11% 108
2020
Q2
$249K Buy
+2,927
New +$236K 0.1% 112
2020
Q1
Sell
-2,492
Closed -$220K 112
2019
Q4
$220K Buy
+2,492
New +$217K 0.1% 107

Other funds holding HYG

Physician Wealth Advisors's HYG Position: Q2 2026 in Review

Physician Wealth Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 18% in Q2 2026, selling an estimated $800 and leaving 46 shares worth $3.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

Physician Wealth Advisors first reported a position in HYG in Q4 2019 and has held it in 10 quarters since. The position peaked at $274K in Q3 2020. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Physician Wealth Advisors held 46 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.66K as of Q2 2026.
  • Physician Wealth Advisors sold 10 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $800.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1238 holding.
  • Physician Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and has held it in 10 quarters since.
  • Physician Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $274K in Q3 2020.
  • 984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.