Powell Investment 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
$75 Hold
1
﹤0.01% 167
2026
Q1
$74 Hold
1
﹤0.01% 174
2025
Q4
$74 Hold
1
﹤0.01% 169
2025
Q3
$73 Hold
1
﹤0.01% 166
2025
Q2
$71 Sell
1
-176
-99% -$13.9K ﹤0.01% 167
2025
Q1
$13.9K Buy
177
+2
+1% +$159 0.01% 143
2024
Q4
$13.8K Buy
175
+3
+2% +$238 0.01% 152
2024
Q3
$13.8K Sell
172
-2,012
-92% -$158K 0.01% 147
2024
Q2
$168K Buy
2,184
+2
+0.1% +$154 0.09% 118
2024
Q1
$170K Sell
2,182
-1,148
-34% -$88.7K 0.09% 120
2023
Q4
$258K Buy
3,330
+26
+0.8% +$1.94K 0.14% 89
2023
Q3
$244K Buy
3,304
+19
+0.6% +$1.42K 0.15% 91
2023
Q2
$247K Buy
3,285
+17
+0.5% +$1.27K 0.14% 88
2023
Q1
$247K Buy
3,268
+13
+0.4% +$974 0.14% 88
2022
Q4
$240K Buy
3,255
+23
+0.7% +$1.7K 0.14% 93
2022
Q3
$231K Buy
3,232
+16
+0.5% +$1.21K 0.15% 96
2022
Q2
$237K Sell
3,216
-66
-2% -$5.13K 0.14% 97
2022
Q1
$270K Buy
3,282
+9
+0.3% +$752 0.16% 78
2021
Q4
$285K Sell
3,273
-60
-2% -$5.21K 0.16% 80
2021
Q3
$292K Sell
3,333
-196
-6% -$17.2K 0.18% 76
2021
Q2
$311K Sell
3,529
-158
-4% -$13.8K 0.19% 72
2021
Q1
$321K Sell
3,687
-387
-9% -$33.7K 0.21% 67
2020
Q4
$356K Sell
4,074
-283
-6% -$24.2K 0.27% 53
2020
Q3
$366K Buy
4,357
+22
+0.5% +$1.85K 0.31% 47
2020
Q2
$354K Buy
4,335
+24
+0.6% +$1.93K 0.34% 50
2020
Q1
$332K Buy
4,311
+151
+4% +$12.8K 0.4% 52
2019
Q4
$366K Buy
+4,160
New +$362K 0.38% 57

Other funds holding HYG

Powell Investment Advisors's HYG Position: Q2 2026 in Review

Powell Investment Advisors held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q2 2026 at 1 share worth $75. The position accounts for ﹤0.01% of the portfolio, ranked #167.

Powell Investment Advisors first reported a position in HYG in Q4 2019 and has held it in 27 quarters since. The position peaked at $366K in Q3 2020. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Powell Investment Advisors held 1 share of iShares iBoxx $ High Yield Corporate Bond ETF worth $75 as of Q2 2026.
  • Powell Investment Advisors left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Powell Investment Advisors's portfolio in Q2 2026, its #167 holding.
  • Powell Investment Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Powell Investment Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $366K in Q3 2020.
  • 984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.