Sherman Porfolios’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Sherman Porfolios’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	$1.34M	Sell	16,856 -513	-3%	-$41K	0.11%	71
2026 Q1	$1.38M	Sell	17,369 -62,746	-78%	-$5.05M	0.11%	71
2025 Q4	$6.46M	Buy	80,115 +57,764	+258%	+$4.66M	0.44%	33
2025 Q3	$1.81M	Buy	22,351 +4,380	+24%	+$353K	0.65%	15
2025 Q2	$1.45M	Buy	+17,971	New	+$1.42M	0.57%	17
2024 Q4	$832K	Buy	+10,583	New	+$840K	0.36%	32

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

Sherman Porfolios's HYG Position: Q2 2026 in Review

Sherman Porfolios reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 3% in Q2 2026, selling an estimated $41K and leaving 16,856 shares worth $1.34M. The position accounts for 0.11% of the portfolio, ranked #71.

Sherman Porfolios first reported a position in HYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.46M in Q4 2025. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Sherman Porfolios held 16,856 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.34M as of Q2 2026.
Sherman Porfolios sold 513 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $41K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.11% of Sherman Porfolios's portfolio in Q2 2026, its #71 holding.
Sherman Porfolios first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Sherman Porfolios's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $6.46M in Q4 2025.
984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Sherman Porfolios's 13F filing for Q2 2026, filed 12 Aug 2026.