Silver Oak Securities’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Silver Oak Securities’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	$188K	Sell	2,346 -96	-4%	-$7.68K	0.01%	757
2026 Q1	$194K	Sell	2,442 -2,251	-48%	-$181K	0.01%	736
2025 Q4	$379K	Sell	4,693 -103	-2%	-$8.3K	0.03%	544
2025 Q3	$389K	Buy	4,796 +1,140	+31%	+$91.9K	0.03%	497
2025 Q2	$295K	Sell	3,656 -3,208	-47%	-$253K	0.02%	543
2025 Q1	$541K	Buy	6,864 +1,809	+36%	+$144K	0.05%	356
2024 Q4	$398K	Sell	5,055 -27	-0.5%	-$2.14K	0.04%	437
2024 Q3	$408K	Sell	5,082 -3,582	-41%	-$282K	0.04%	362
2024 Q2	$668K	Sell	8,664 -63	-0.7%	-$4.84K	0.1%	178
2024 Q1	$678K	Sell	8,727 -3,040	-26%	-$235K	0.1%	190
2023 Q4	$911K	Buy	11,767 +8,591	+270%	+$640K	0.12%	177
2023 Q3	$234K	Sell	3,176 -117	-4%	-$8.74K	0.05%	266
2023 Q2	$247K	Sell	3,293 -5,176	-61%	-$386K	0.04%	384
2023 Q1	$640K	Buy	8,469 +3,687	+77%	+$276K	0.11%	160
2022 Q4	$352K	Buy	4,782 +1,606	+51%	+$118K	0.07%	208
2022 Q3	$234K	Sell	3,176 -164	-5%	-$12.4K	0.05%	266
2022 Q2	$257K	Sell	3,340 -769	-19%	-$59.8K	0.06%	221
2022 Q1	$328K	Buy	+4,109	New	+$344K	0.07%	220

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

Silver Oak Securities's HYG Position: Q2 2026 in Review

Silver Oak Securities reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 3.9% in Q2 2026, selling an estimated $7.68K and leaving 2,346 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #757.

Silver Oak Securities first reported a position in HYG in Q1 2022 and has held it in 18 quarters since. The position peaked at $911K in Q4 2023. 991 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Silver Oak Securities held 2,346 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $188K as of Q2 2026.
Silver Oak Securities sold 96 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $7.68K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Silver Oak Securities's portfolio in Q2 2026, its #757 holding.
Silver Oak Securities first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2022 and has held it in 18 quarters since.
Silver Oak Securities's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $911K in Q4 2023.
991 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.