SW
HYG icon

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

SoFi Wealth’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 		$1.07K Sell
13
-1
-7% -$80 ﹤0.01% 49
2026
Q1 		$1.14K Sell
14
-13
-48% -$1.05K ﹤0.01% 51
2025
Q4 		$2.21K Buy
27
+7
+35% +$564 ﹤0.01% 48
2025
Q3 		$1.65K Sell
20
-12
-38% -$967 ﹤0.01% 47
2025
Q2 		$2.61K Sell
32
-1
-3% -$79 ﹤0.01% 45
2025
Q1 		$2.63K Sell
33
-72,724
-100% -$5.77M ﹤0.01% 39
2024
Q4 		$5.72M Buy
72,757
+6,288
+9% +$499K 0.39% 10
2024
Q3 		$5.34M Buy
66,469
+7,537
+13% +$593K 0.39% 10
2024
Q2 		$4.55M Buy
58,932
+7,084
+14% +$545K 0.38% 10
2024
Q1 		$4.03M Buy
51,848
+4,836
+10% +$374K 0.37% 10
2023
Q4 		$3.64M Buy
47,012
+2,570
+6% +$192K 0.39% 10
2023
Q3 		$3.28M Buy
44,442
+2,502
+6% +$187K 0.4% 10
2023
Q2 		$3.15M Buy
41,940
+2,983
+8% +$223K 0.39% 11
2023
Q1 		$2.94M Buy
38,957
+2,600
+7% +$195K 0.4% 11
2022
Q4 		$2.68M Buy
36,357
+2,241
+7% +$165K 0.4% 11
2022
Q3 		$2.44M Buy
34,116
+2,413
+8% +$182K 0.41% 11
2022
Q2 		$2.33M Buy
31,703
+4,953
+19% +$385K 0.39% 11
2022
Q1 		$2.2M Buy
+26,750
New +$2.24M 0.33% 11

Other funds holding HYG

Morgan Stanley
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
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
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

SoFi Wealth's HYG Position: Q2 2026 in Review

SoFi Wealth reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 7.1% in Q2 2026, selling an estimated $80 and leaving 13 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #49.

SoFi Wealth first reported a position in HYG in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.72M in Q4 2024. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • SoFi Wealth held 13 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.07K as of Q2 2026.
  • SoFi Wealth sold 1 iShares iBoxx $ High Yield Corporate Bond ETF share in Q2 2026, an estimated $80.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of SoFi Wealth's portfolio in Q2 2026, its #49 holding.
  • SoFi Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • SoFi Wealth's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $5.72M in Q4 2024.
  • 984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on SoFi Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.