Spahn Wealth & Retirement’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Spahn Wealth & Retirement’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	$3.86M	Buy	+48,299	New	+$3.86M	2.49%	16
2026 Q1	–	Sell	-55,213	Closed	-$4.45M	–	32
2025 Q4	$4.45M	Buy	55,213 +756	+1%	+$60.9K	2.76%	14
2025 Q3	$4.42M	Sell	54,457 -1,640	-3%	-$132K	2.62%	16
2025 Q2	$4.52M	Buy	+56,097	New	+$4.42M	2.91%	17

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

Spahn Wealth & Retirement's HYG Position: Q2 2026 in Review

Spahn Wealth & Retirement opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2026: 48,299 shares worth $3.86M. The stake represents 2.49% of the portfolio and ranks #16 among its holdings. This is a return to the name: Spahn Wealth & Retirement previously reported a position in HYG as recently as Q4 2025.

Spahn Wealth & Retirement first reported a position in HYG in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.52M in Q2 2025. 985 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Spahn Wealth & Retirement held 48,299 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.86M as of Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF was a new Spahn Wealth & Retirement position in Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 2.49% of Spahn Wealth & Retirement's portfolio in Q2 2026, its #16 holding.
Spahn Wealth & Retirement first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
Spahn Wealth & Retirement's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.52M in Q2 2025.
985 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q2 2026, filed 13 Aug 2026.