Shepherd Financial Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Shepherd Financial Partners’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	$263K	Hold	3,290	–	–	0.02%	225
2026 Q1	$262K	Buy	+3,290	New	+$265K	0.02%	213
2017 Q3	–	Sell	-2,829	Closed	-$249K	–	112
2017 Q2	$249K	Buy	+2,829	New	+$249K	0.06%	99

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

Shepherd Financial Partners's HYG Position: Q2 2026 in Review

Shepherd Financial Partners held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q2 2026 at 3,290 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #225.

Shepherd Financial Partners first reported a position in HYG in Q2 2017 and has held it in 3 quarters since. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Shepherd Financial Partners held 3,290 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $263K as of Q2 2026.
Shepherd Financial Partners left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of Shepherd Financial Partners's portfolio in Q2 2026, its #225 holding.
Shepherd Financial Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2017 and has held it in 3 quarters since.
984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.