SevenBridge Financial Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

SevenBridge Financial Group’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	$2.45M	Sell	30,798 -6,075	-16%	-$486K	0.36%	78
2026 Q1	$2.97M	Buy	36,873 +2,325	+7%	+$187K	0.46%	70
2025 Q4	$2.8M	Buy	34,548 +5,564	+19%	+$448K	0.45%	76
2025 Q3	$2.33M	Sell	28,984 -11,615	-29%	-$936K	0.38%	80
2025 Q2	$3.26M	Sell	40,599 -7,460	-16%	-$588K	0.58%	55
2025 Q1	$3.81M	Sell	48,059 -17,638	-27%	-$1.4M	0.75%	34
2024 Q4	$5.22M	Sell	65,697 -1,983	-3%	-$157K	0.99%	26
2024 Q3	$5.39M	Buy	67,680 +3,726	+6%	+$293K	1.04%	25
2024 Q2	$4.96M	Buy	63,954 +3,644	+6%	+$280K	1.1%	24
2024 Q1	$4.65M	Sell	60,310 -11,302	-16%	-$873K	1.05%	27
2023 Q4	$5.54M	Sell	71,612 -8,823	-11%	-$658K	1.31%	19
2023 Q3	$5.93M	Sell	80,435 -479	-0.6%	-$35.8K	1.53%	15
2023 Q2	$6.07M	Buy	80,914 +495	+0.6%	+$36.9K	1.57%	15
2023 Q1	$6.08M	Buy	80,419 +7,428	+10%	+$556K	1.67%	13
2022 Q4	$5.37M	Buy	72,991 +7,010	+11%	+$517K	1.57%	15
2022 Q3	$4.71M	Buy	+65,981	New	+$4.99M	1.6%	14
2019 Q3	–	Sell	-19	Closed	-$2K	–	334
2019 Q2	$2K	Hold	19	–	–	﹤0.01%	589
2019 Q1	$2K	Hold	19	–	–	﹤0.01%	559
2018 Q4	$2K	Hold	19	–	–	﹤0.01%	519
2018 Q3	$2K	Hold	19	–	–	﹤0.01%	554
2018 Q2	$2K	Hold	19	–	–	﹤0.01%	558
2018 Q1	$2K	Hold	19	–	–	﹤0.01%	570
2017 Q4	$2K	Hold	19	–	–	﹤0.01%	581
2017 Q3	$2K	Hold	19	–	–	﹤0.01%	574
2017 Q2	$2K	Hold	19	–	–	﹤0.01%	596
2017 Q1	$2K	Sell	19 -214	-92%	-$18.7K	﹤0.01%	586
2016 Q4	$20K	Hold	233	–	–	0.01%	369
2016 Q3	$20K	Sell	233 -602	-72%	-$51.8K	0.01%	365
2016 Q2	$71K	Buy	+835	New	+$69.4K	0.05%	228

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

SevenBridge Financial Group's HYG Position: Q2 2026 in Review

SevenBridge Financial Group reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 16% in Q2 2026, selling an estimated $486K and leaving 30,798 shares worth $2.45M. The position accounts for 0.36% of the portfolio, ranked #78.

SevenBridge Financial Group first reported a position in HYG in Q2 2016 and has held it in 29 quarters since. The position peaked at $6.08M in Q1 2023. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

SevenBridge Financial Group held 30,798 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $2.45M as of Q2 2026.
SevenBridge Financial Group sold 6,075 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $486K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.36% of SevenBridge Financial Group's portfolio in Q2 2026, its #78 holding.
SevenBridge Financial Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2016 and has held it in 29 quarters since.
SevenBridge Financial Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $6.08M in Q1 2023.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on SevenBridge Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.