Sagace Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Sagace Wealth Management’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	$3.97M	Buy	49,602 +389	+0.8%	+$31.1K	2.49%	15
2026 Q1	$3.92M	Buy	49,213 +721	+1%	+$58K	2.62%	14
2025 Q4	$3.91M	Buy	48,492 +2,398	+5%	+$193K	2.65%	15
2025 Q3	$3.74M	Sell	46,094 -4,804	-9%	-$387K	2.54%	15
2025 Q2	$4.1M	Buy	50,898 +84	+0.2%	+$6.62K	3.07%	11
2025 Q1	$4.01M	Sell	50,814 -37	-0.1%	-$2.94K	3.03%	11
2024 Q4	$4M	Buy	50,851 +41,038	+418%	+$3.26M	2.99%	11
2024 Q3	$781K	Buy	9,813 +1,738	+22%	+$137K	0.6%	38
2024 Q2	$632K	Buy	+8,075	New	+$621K	0.62%	38

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

Sagace Wealth Management's HYG Position: Q2 2026 in Review

Sagace Wealth Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.79% in Q2 2026, buying an estimated $31.1K and bringing the position to 49,602 shares worth $3.97M. The position accounts for 2.49% of the portfolio, ranked #15.

Sagace Wealth Management first reported a position in HYG in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.1M in Q2 2025. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Sagace Wealth Management held 49,602 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.97M as of Q2 2026.
Sagace Wealth Management bought 389 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $31.1K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 2.49% of Sagace Wealth Management's portfolio in Q2 2026, its #15 holding.
Sagace Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Sagace Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.1M in Q2 2025.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Sagace Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.