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Sovereign Financial Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Sovereign Financial Group’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 		$216K Buy
2,702
+1
+0% +$80 0.03% 349
2026
Q1 		$215K Sell
2,701
-470
-15% -$37.8K 0.04% 326
2025
Q4 		$256K Sell
3,171
-77
-2% -$6.21K 0.04% 289
2025
Q3 		$264K Buy
3,248
+1
+0% +$81 0.05% 279
2025
Q2 		$262K Sell
3,247
-222
-6% -$17.5K 0.05% 267
2025
Q1 		$274K Sell
3,469
-80
-2% -$6.35K 0.06% 242
2024
Q4 		$279K Sell
3,549
-792
-18% -$62.9K 0.06% 239
2024
Q3 		$349K Sell
4,341
-534
-11% -$42K 0.08% 206
2024
Q2 		$376K Buy
4,875
+560
+13% +$43.1K 0.09% 187
2024
Q1 		$335K Buy
4,315
+1,244
+41% +$96.1K 0.09% 199
2023
Q4 		$238K Buy
+3,071
New +$229K 0.07% 216

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

Sovereign Financial Group's HYG Position: Q2 2026 in Review

Sovereign Financial Group increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.04% in Q2 2026, buying an estimated $80 and bringing the position to 2,702 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #349.

Sovereign Financial Group first reported a position in HYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $376K in Q2 2024. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Sovereign Financial Group held 2,702 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $216K as of Q2 2026.
  • Sovereign Financial Group bought 1 iShares iBoxx $ High Yield Corporate Bond ETF share in Q2 2026, an estimated $80.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.03% of Sovereign Financial Group's portfolio in Q2 2026, its #349 holding.
  • Sovereign Financial Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Sovereign Financial Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $376K in Q2 2024.
  • 262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.