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

Sax Wealth Advisors’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	$636K	Buy	7,999 +479	+6%	+$38.3K	0.03%	293
2026 Q1	$606K	Hold	7,520	–	–	0.03%	258
2025 Q4	$606K	Sell	7,520 -319	-4%	-$25.7K	0.03%	264
2025 Q3	$636K	Sell	7,839 -1,075	-12%	-$86.6K	0.03%	241
2025 Q2	$719K	Buy	8,914 +3,081	+53%	+$243K	0.04%	213
2025 Q1	$460K	Buy	5,833 +2,769	+90%	+$220K	0.03%	233
2024 Q4	$241K	Buy	3,064 +200	+7%	+$15.9K	0.02%	297
2024 Q3	$230K	Buy	+2,864	New	+$225K	0.02%	258
2023 Q2	–	Sell	-5,678	Closed	-$429K	–	181
2023 Q1	$429K	Sell	5,678 -994	-15%	-$74.5K	0.09%	118
2022 Q4	$491K	Sell	6,672 -277	-4%	-$20.4K	0.11%	105
2022 Q3	$496K	Sell	6,949 -1,267	-15%	-$95.8K	0.13%	97
2022 Q2	$605K	Sell	8,216 -7,951	-49%	-$618K	0.15%	87
2022 Q1	$1.33M	Sell	16,167 -1,017	-6%	-$85K	0.32%	46
2021 Q4	$1.5M	Sell	17,184 -173	-1%	-$15K	0.31%	53
2021 Q3	$1.52M	Buy	17,357 +2,320	+15%	+$203K	0.36%	50
2021 Q2	$1.32M	Buy	15,037 +358	+2%	+$31.3K	0.45%	47
2021 Q1	$1.28M	Buy	14,679 +2,066	+16%	+$180K	0.47%	48
2020 Q4	$1.1M	Buy	+12,613	New	+$1.08M	0.51%	47

Other funds holding HYG

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

PAM

PartnerRe Asset Management Greenwich, Connecticut $142M AUM

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Sax Wealth Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 6.4% in Q2 2026, buying an estimated $38.3K and bringing the position to 7,999 shares worth $636K. The position accounts for 0.03% of the portfolio, ranked #293.

Sax Wealth Advisors first reported a position in HYG in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.52M in Q3 2021. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Sax Wealth Advisors held 7,999 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $636K as of Q2 2026.
Sax Wealth Advisors bought 479 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $38.3K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #293 holding.
Sax Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and has held it in 18 quarters since.
Sax Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.52M in Q3 2021.
262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.