Rooted Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Rooted Wealth Advisors's HYG Position: Q2 2026 in Review

Rooted Wealth Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 16% in Q2 2026, buying an estimated $151K and bringing the position to 13,788 shares worth $1.1M. The position accounts for 0.27% of the portfolio, ranked #61.

Rooted Wealth Advisors first reported a position in HYG in Q4 2022 and has held it in 15 quarters since. 991 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

• Rooted Wealth Advisors held 13,788 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.1M as of Q2 2026.
• Rooted Wealth Advisors bought 1,885 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $151K.
• iShares iBoxx $ High Yield Corporate Bond ETF made up 0.27% of Rooted Wealth Advisors's portfolio in Q2 2026, its #61 holding.
• Rooted Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
• 991 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.