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SOA Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

SOA Wealth Advisors’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 		$97.5K Sell
1,219
-13
-1% -$1.04K 0.02% 286
2026
Q1 		$98K Buy
1,232
+660
+115% +$53.1K 0.02% 273
2025
Q4 		$46.1K Sell
572
-2
-0.3% -$161 0.01% 386
2025
Q3 		$46.6K Buy
574
+23
+4% +$1.85K 0.01% 389
2025
Q2 		$44.4K Buy
551
+18
+3% +$1.42K 0.01% 383
2025
Q1 		$42K Buy
533
+7
+1% +$556 0.01% 367
2024
Q4 		$41.4K Sell
526
-200
-28% -$15.9K 0.01% 353
2024
Q3 		$58.3K Buy
726
+2
+0.3% +$157 0.01% 305
2024
Q2 		$55.8K Buy
724
+24
+3% +$1.84K 0.01% 296
2024
Q1 		$54.4K Buy
700
+34
+5% +$2.63K 0.01% 298
2023
Q4 		$51.5K Sell
666
-22
-3% -$1.64K 0.01% 293
2023
Q3 		$50.7K Buy
688
+11
+2% +$821 0.01% 281
2023
Q2 		$50.8K Buy
677
+24
+4% +$1.79K 0.01% 289
2023
Q1 		$49.3K Buy
653
+52
+9% +$3.9K 0.01% 285
2022
Q4 		$44.3K Buy
601
+10
+2% +$737 0.01% 296
2022
Q3 		$42K Sell
591
-614
-51% -$46.4K 0.01% 289
2022
Q2 		$88K Buy
1,205
+13
+1% +$1.01K 0.03% 212
2022
Q1 		$98K Buy
1,192
+10
+0.8% +$836 0.02% 229
2021
Q4 		$102K Buy
1,182
+236
+25% +$20.5K 0.02% 213
2021
Q3 		$82K Buy
946
+1
+0.1% +$88 0.02% 249
2021
Q2 		$83K Buy
945
+31
+3% +$2.71K 0.02% 246
2021
Q1 		$79K Sell
914
-1
-0.1% -$87 0.02% 220
2020
Q4 		$80K Buy
+915
New +$78.3K 0.02% 212

Other funds holding HYG

GC
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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
TC
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

SOA Wealth Advisors's HYG Position: Q2 2026 in Review

SOA Wealth Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1.1% in Q2 2026, selling an estimated $1.04K and leaving 1,219 shares worth $97.5K. The position accounts for 0.02% of the portfolio, ranked #286.

SOA Wealth Advisors first reported a position in HYG in Q4 2020 and has held it in 23 quarters since. The position peaked at $102K in Q4 2021. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • SOA Wealth Advisors held 1,219 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $97.5K as of Q2 2026.
  • SOA Wealth Advisors sold 13 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.04K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of SOA Wealth Advisors's portfolio in Q2 2026, its #286 holding.
  • SOA Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $102K in Q4 2021.
  • 262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.