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Sowell Financial Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Sowell Financial Services’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 		$2.12M Sell
26,481
-2,290
-8% -$183K 0.07% 301
2026
Q1 		$2.29M Buy
28,771
+352
+1% +$28.3K 0.08% 257
2025
Q4 		$2.29M Buy
28,419
+1,293
+5% +$104K 0.08% 250
2025
Q3 		$2.2M Sell
27,126
-7
-0% -$564 0.08% 256
2025
Q2 		$2.19M Buy
27,133
+3,319
+14% +$261K 0.09% 240
2025
Q1 		$1.88M Buy
23,814
+1,131
+5% +$89.8K 0.09% 251
2024
Q4 		$1.78M Buy
22,683
+2,077
+10% +$165K 0.09% 232
2024
Q3 		$1.66M Buy
20,606
+292
+1% +$23K 0.08% 267
2024
Q2 		$1.57M Buy
20,314
+8
+0% +$615 0.07% 264
2024
Q1 		$1.58M Sell
20,306
-467
-2% -$36.1K 0.07% 273
2023
Q4 		$1.61M Buy
20,773
+30
+0.1% +$2.24K 0.09% 251
2023
Q3 		$1.53M Sell
20,743
-48,609
-70% -$3.63M 0.1% 239
2023
Q2 		$5.21M Buy
69,352
+44,792
+182% +$3.34M 0.29% 86
2023
Q1 		$1.85M Sell
24,560
-73,191
-75% -$5.48M 0.14% 169
2022
Q4 		$7.2M Buy
97,751
+75,709
+343% +$5.58M 0.47% 40
2022
Q3 		$1.57M Buy
+22,042
New +$1.67M 0.16% 164
2022
Q1 		– Sell
-201,956
Closed -$17.6M – 306
2021
Q4 		$17.6M Buy
201,956
+17,573
+10% +$1.52M 1.01% 13
2021
Q3 		$16.1M Sell
184,383
-7,740
-4% -$679K 1.09% 11
2021
Q2 		$16.9M Buy
192,123
+15,604
+9% +$1.36M 1.12% 9
2021
Q1 		$15.4M Buy
176,519
+35,761
+25% +$3.11M 0.54% 41
2020
Q4 		$12.3M Buy
140,758
+9,952
+8% +$852K 0.52% 47
2020
Q3 		$11M Buy
130,806
+76,908
+143% +$6.47M 0.55% 44
2020
Q2 		$4.4M Buy
53,898
+35,782
+198% +$2.88M 0.24% 94
2020
Q1 		$1.4M Sell
18,116
-24,518
-58% -$2.07M 0.1% 200
2019
Q4 		$3.75M Sell
42,634
-10,334
-20% -$899K 0.29% 72
2019
Q3 		$4.62M Buy
+52,968
New +$4.6M 0.38% 56
2019
Q1 		$1.03M Buy
11,935
+4,496
+60% +$382K 0.12% 193
2018
Q4 		$603K Buy
+7,439
New +$623K 0.09% 238
2018
Q3 		– Sell
-30,321
Closed -$2.6M – 396
2018
Q2 		$2.6M Buy
30,321
+5,319
+21% +$456K 0.55% 49
2018
Q1 		$2.13M Sell
25,002
-1,001
-4% -$86.5K 0.53% 51
2017
Q4 		$2.27M Sell
26,003
-65,592
-72% -$5.76M 0.56% 52
2017
Q3 		$8.06M Buy
91,595
+331
+0.4% +$29.2K 2.1% 7
2017
Q2 		$8.04M Sell
91,264
-21,964
-19% -$1.93M 2.28% 5
2017
Q1 		$10M Buy
113,228
+49,481
+78% +$4.32M 2.96% 4
2016
Q4 		$5.59M Buy
+63,747
New +$5.49M 1.87% 7

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

Sowell Financial Services's HYG Position: Q2 2026 in Review

Sowell Financial Services reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 8% in Q2 2026, selling an estimated $183K and leaving 26,481 shares worth $2.12M. The position accounts for 0.07% of the portfolio, ranked #301.

Sowell Financial Services first reported a position in HYG in Q4 2016 and has held it in 35 quarters since. The position peaked at $17.6M in Q4 2021. 983 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Sowell Financial Services held 26,481 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $2.12M as of Q2 2026.
  • Sowell Financial Services sold 2,290 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $183K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.07% of Sowell Financial Services's portfolio in Q2 2026, its #301 holding.
  • Sowell Financial Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2016 and has held it in 35 quarters since.
  • Sowell Financial Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $17.6M in Q4 2021.
  • 983 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.