PWG
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Portside Wealth Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Portside Wealth Group’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 		– Sell
-2,891
Closed -$230K – 533
2026
Q1 		$230K Sell
2,891
-293
-9% -$23.6K 0.03% 424
2025
Q4 		$257K Sell
3,184
-920
-22% -$74.2K 0.03% 402
2025
Q3 		$333K Buy
+4,104
New +$331K 0.05% 350
2025
Q2 		– Sell
-5,413
Closed -$427K – 468
2025
Q1 		$427K Sell
5,413
-701
-11% -$55.6K 0.07% 250
2024
Q4 		$481K Sell
6,114
-1,891
-24% -$150K 0.08% 235
2024
Q3 		$643K Buy
8,005
+714
+10% +$56.2K 0.11% 192
2024
Q2 		$562K Sell
7,291
-4,411
-38% -$339K 0.11% 191
2024
Q1 		$910K Sell
11,702
-8,635
-42% -$667K 0.17% 139
2023
Q4 		$1.57M Sell
20,337
-5,590
-22% -$417K 0.29% 88
2023
Q3 		$1.91M Sell
25,927
-1,188
-4% -$88.7K 0.36% 75
2023
Q2 		$2.04M Buy
+27,115
New +$2.02M 0.38% 72

Other funds holding HYG

GC
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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
TC
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

Portside Wealth Group's HYG Position: Q2 2026 in Review

Portside Wealth Group sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2026, closing a stake of 2,891 shares — an estimated $230K sold.

Portside Wealth Group first reported a position in HYG in Q2 2023 and held it in 11 quarters. The position peaked at $2.04M in Q2 2023. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Portside Wealth Group reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Portside Wealth Group sold 2,891 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $230K.
  • Portside Wealth Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2023 and held it in 11 quarters.
  • Portside Wealth Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.04M in Q2 2023.
  • 262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.