Rothschild Investment LLC’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Rothschild Investment LLC’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	$257K	Hold	3,212	–	–	0.01%	801
2026 Q1	$256K	Hold	3,212	–	–	0.01%	594
2025 Q4	$259K	Buy	3,212 +575	+22%	+$46.3K	0.01%	539
2025 Q3	$214K	Buy	2,637 +400	+18%	+$32.2K	0.01%	580
2025 Q2	$180K	Hold	2,237	–	–	0.01%	532
2025 Q1	$176K	Hold	2,237	–	–	0.01%	526
2024 Q4	$176K	Hold	2,237	–	–	0.01%	534
2024 Q3	$180K	Hold	2,237	–	–	0.01%	533
2024 Q2	$173K	Hold	2,237	–	–	0.01%	519
2024 Q1	$174K	Hold	2,237	–	–	0.01%	496
2023 Q4	$173K	Buy	+2,237	New	+$167K	0.01%	439

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

Rothschild Investment LLC's HYG Position: Q2 2026 in Review

Rothschild Investment LLC held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q2 2026 at 3,212 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #801.

Rothschild Investment LLC first reported a position in HYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $259K in Q4 2025. 991 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Rothschild Investment LLC held 3,212 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $257K as of Q2 2026.
Rothschild Investment LLC left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #801 holding.
Rothschild Investment LLC first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $259K in Q4 2025.
991 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.