Root Financial Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Root Financial Partners’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	–	Sell	-58	Closed	-$4.61K	–	1675
2026 Q1	$4.61K	Hold	58	–	–	﹤0.01%	1984
2025 Q4	$4.68K	Sell	58 -431	-88%	-$34.7K	﹤0.01%	1783
2025 Q3	$39.7K	Buy	+489	New	+$39.4K	﹤0.01%	759

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

Root Financial Partners's HYG Position: Q2 2026 in Review

Root Financial Partners sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2026, closing a stake of 58 shares — an estimated $4.61K sold.

Root Financial Partners first reported a position in HYG in Q3 2025 and held it in 3 quarters. The position peaked at $39.7K in Q3 2025. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Root Financial Partners reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 58 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $4.61K.
Root Financial Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $39.7K in Q3 2025.
984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.