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Richard W. Paul & Associates’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Richard W. Paul & Associates’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 		$1.22M Sell
15,289
-2,192
-13% -$175K 0.37% 72
2026
Q1 		$1.39M Sell
17,481
-3,002
-15% -$241K 0.47% 56
2025
Q4 		$1.65M Sell
20,483
-3,442
-14% -$277K 0.55% 41
2025
Q3 		$1.94M Sell
23,925
-1,283
-5% -$103K 0.66% 34
2025
Q2 		$2.03M Buy
25,208
+11,288
+81% +$889K 0.74% 28
2025
Q1 		$1.1M Buy
13,920
+2,489
+22% +$198K 0.43% 51
2024
Q4 		$899K Buy
11,431
+1,867
+20% +$148K 0.33% 81
2024
Q3 		$768K Buy
9,564
+1,113
+13% +$87.6K 0.28% 101
2024
Q2 		$652K Buy
8,451
+1,402
+20% +$108K 0.25% 104
2024
Q1 		$548K Buy
7,049
+3,498
+99% +$270K 0.22% 112
2023
Q4 		$275K Sell
3,551
-24,342
-87% -$1.81M 0.12% 153
2023
Q3 		$2.06M Sell
27,893
-1,374
-5% -$103K 0.94% 24
2023
Q2 		$2.2M Buy
29,267
+29,116
+19,282% +$2.17M 0.96% 21
2023
Q1 		$11.4K Sell
151
-30,708
-100% -$2.3M 0.01% 309
2022
Q4 		$2.27M Buy
+30,859
New +$2.27M 1.14% 19

Other funds holding HYG

Morgan Stanley
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
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
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Richard W. Paul & Associates's HYG Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 13% in Q2 2026, selling an estimated $175K and leaving 15,289 shares worth $1.22M. The position accounts for 0.37% of the portfolio, ranked #72.

Richard W. Paul & Associates first reported a position in HYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.27M in Q4 2022. 991 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Richard W. Paul & Associates held 15,289 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.22M as of Q2 2026.
  • Richard W. Paul & Associates sold 2,192 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $175K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.37% of Richard W. Paul & Associates's portfolio in Q2 2026, its #72 holding.
  • Richard W. Paul & Associates first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Richard W. Paul & Associates's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.27M in Q4 2022.
  • 991 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.