Private Wealth Asset Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Private Wealth Asset 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	$7.92K	Sell	99 -817	-89%	-$65.4K	﹤0.01%	748
2026 Q1	$72.9K	Hold	916	–	–	0.01%	372
2025 Q4	$73.9K	Buy	916 +8	+0.9%	+$645	0.01%	361
2025 Q3	$73.7K	Hold	908	–	–	0.01%	344
2025 Q2	$73.2K	Buy	908 +6	+0.7%	+$473	0.01%	341
2025 Q1	$71.2K	Buy	+902	New	+$71.6K	0.01%	334

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

Private Wealth Asset Management's HYG Position: Q2 2026 in Review

Private Wealth Asset Management reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 89% in Q2 2026, selling an estimated $65.4K and leaving 99 shares worth $7.92K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Private Wealth Asset Management first reported a position in HYG in Q1 2025 and has held it in 6 quarters since. The position peaked at $73.9K in Q4 2025. 991 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Private Wealth Asset Management held 99 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $7.92K as of Q2 2026.
Private Wealth Asset Management sold 817 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $65.4K.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #748 holding.
Private Wealth Asset Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $73.9K in Q4 2025.
991 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.