ShoreHaven Wealth Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

ShoreHaven Wealth 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	$1.13M	Buy	14,166 +20	+0.1%	+$1.6K	0.36%	51
2026 Q1	$1.13M	Buy	14,146 +805	+6%	+$64.7K	0.4%	50
2025 Q4	$1.08M	Sell	13,341 -12	-0.1%	-$967	0.39%	52
2025 Q3	$1.08M	Sell	13,353 -143	-1%	-$11.5K	0.4%	50
2025 Q2	$1.09M	Sell	13,496 -1,251	-8%	-$98.6K	0.45%	49
2025 Q1	$1.16M	Buy	14,747 +1,849	+14%	+$147K	0.56%	41
2024 Q4	$1.01M	Sell	12,898 -9	-0.1%	-$714	0.48%	39
2024 Q3	$1.04M	Sell	12,907 -29	-0.2%	-$2.28K	0.5%	38
2024 Q2	$998K	Sell	12,936 -3,460	-21%	-$266K	0.52%	38
2024 Q1	$1.27M	Sell	16,396 -1,971	-11%	-$152K	0.7%	34
2023 Q4	$1.42M	Buy	+18,367	New	+$1.37M	0.87%	31
2022 Q2	–	Sell	-47,002	Closed	-$3.87M	–	80
2022 Q1	$3.87M	Sell	47,002 -62	-0.1%	-$5.18K	2.04%	19
2021 Q4	$4.09M	Buy	47,064 +64	+0.1%	+$5.55K	2.03%	17
2021 Q3	$4.11M	Sell	47,000 -71	-0.2%	-$6.23K	2.14%	17
2021 Q2	$4.14M	Buy	47,071 +293	+0.6%	+$25.6K	2.23%	16
2021 Q1	$4.08M	Buy	46,778 +923	+2%	+$80.3K	2.21%	15
2020 Q4	$4M	Buy	+45,855	New	+$3.93M	2.24%	16

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

ShoreHaven Wealth Partners's HYG Position: Q2 2026 in Review

ShoreHaven Wealth Partners increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.14% in Q2 2026, buying an estimated $1.6K and bringing the position to 14,166 shares worth $1.13M. The position accounts for 0.36% of the portfolio, ranked #51.

ShoreHaven Wealth Partners first reported a position in HYG in Q4 2020 and has held it in 17 quarters since. The position peaked at $4.14M in Q2 2021. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

ShoreHaven Wealth Partners held 14,166 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.13M as of Q2 2026.
ShoreHaven Wealth Partners bought 20 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.6K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.36% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #51 holding.
ShoreHaven Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and has held it in 17 quarters since.
ShoreHaven Wealth Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.14M in Q2 2021.
262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.