Rockport Wealth’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
$425K Buy
5,317
+535
+11% +$42.8K 0.07% 74
2026
Q1
$380K Sell
4,782
-840
-15% -$67.6K 0.07% 72
2025
Q4
$453K Buy
+5,622
New +$453K 0.09% 64

Other funds holding HYG

Rockport Wealth's HYG Position: Q2 2026 in Review

Rockport Wealth increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 11% in Q2 2026, buying an estimated $42.8K and bringing the position to 5,317 shares worth $425K. The position accounts for 0.07% of the portfolio, ranked #74.

Rockport Wealth first reported a position in HYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $453K in Q4 2025. 991 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Rockport Wealth held 5,317 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $425K as of Q2 2026.
  • Rockport Wealth bought 535 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $42.8K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.07% of Rockport Wealth's portfolio in Q2 2026, its #74 holding.
  • Rockport Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Rockport Wealth's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $453K in Q4 2025.
  • 991 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Rockport Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.