Ramsey Quantitative Systems’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Ramsey Quantitative Systems’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	$1.2M	Buy	+15,000	New	+$1.2M	1.07%	4
2026 Q1	–	Sell	-24,000	Closed	-$1.94M	–	17
2025 Q4	$1.94M	Buy	+24,000	New	+$1.93M	1.76%	3
2020 Q1	–	Sell	-144,147	Closed	-$12.7M	–	2
2019 Q4	$12.7M	Sell	144,147 -58,938	-29%	-$5.13M	35.17%	2
2019 Q3	$17.7M	Buy	203,085 +10,879	+6%	+$945K	46.12%	2
2019 Q2	$16.8M	Buy	192,206 +54,471	+40%	+$4.7M	46.01%	2
2019 Q1	$11.9M	Buy	137,735 +18,544	+16%	+$1.57M	48.12%	2
2018 Q4	$9.67M	Sell	119,191 -17,009	-12%	-$1.42M	11.4%	2
2018 Q3	$11.8M	Buy	136,200 +627	+0.5%	+$53.9K	11.76%	2
2018 Q2	$11.5M	Sell	135,573 -241	-0.2%	-$20.6K	11.65%	2
2018 Q1	$11.6M	Buy	135,814 +15,210	+13%	+$1.31M	12.15%	2
2017 Q4	$10.5M	Buy	+120,604	New	+$10.6M	11%	2
2017 Q1	–	Sell	-45,788	Closed	-$3.96M	–	154
2016 Q4	$3.96M	Buy	+45,788	New	+$3.94M	5.37%	2

Other funds holding HYG

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

TCM

Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

APU

Acasta Partners UK London $189M AUM

Ramsey Quantitative Systems's HYG Position: Q2 2026 in Review

Ramsey Quantitative Systems opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2026: 15,000 shares worth $1.2M. The stake represents 1.07% of the portfolio and ranks #4 among its holdings. This is a return to the name: Ramsey Quantitative Systems previously reported a position in HYG as recently as Q4 2025.

Ramsey Quantitative Systems first reported a position in HYG in Q4 2016 and has held it in 12 quarters since. The position peaked at $17.7M in Q3 2019. 140 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Ramsey Quantitative Systems held 15,000 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.2M as of Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF was a new Ramsey Quantitative Systems position in Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 1.07% of Ramsey Quantitative Systems's portfolio in Q2 2026, its #4 holding.
Ramsey Quantitative Systems first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2016 and has held it in 12 quarters since.
Ramsey Quantitative Systems's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $17.7M in Q3 2019.
140 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Ramsey Quantitative Systems's 13F filing for Q2 2026, filed 10 Jul 2026.