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

Spire Wealth Management’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	$312K	Buy	3,906 +20	+0.5%	+$1.6K	0.01%	659
2026 Q1	$309K	Sell	3,886 -21	-0.5%	-$1.69K	0.01%	668
2025 Q4	$315K	Buy	3,907 +47	+1%	+$3.79K	0.01%	662
2025 Q3	$313K	Buy	3,860 +43	+1%	+$3.46K	0.01%	660
2025 Q2	$308K	Sell	3,817 -563	-13%	-$44.4K	0.01%	632
2025 Q1	$346K	Sell	4,380 -62	-1%	-$4.92K	0.01%	678
2024 Q4	$349K	Sell	4,442 -1,170	-21%	-$92.9K	0.01%	666
2024 Q3	$451K	Sell	5,612 -140	-2%	-$11K	0.02%	543
2024 Q2	$444K	Sell	5,752 -791	-12%	-$60.8K	0.02%	509
2024 Q1	$509K	Sell	6,543 -152	-2%	-$11.7K	0.01%	509
2023 Q4	$517K	Sell	6,695 -2,266	-25%	-$169K	0.02%	503
2023 Q3	$661K	Buy	8,961 +716	+9%	+$53.5K	0.03%	419
2023 Q2	$619K	Sell	8,245 -20,224	-71%	-$1.51M	0.02%	446
2023 Q1	$2.15M	Buy	28,469 +24,393	+598%	+$1.83M	0.08%	220
2022 Q4	$300K	Sell	4,076 -4,104	-50%	-$303K	0.02%	460
2022 Q3	$584K	Sell	8,180 -3,885	-32%	-$294K	0.04%	301
2022 Q2	$888K	Sell	12,065 -56,912	-83%	-$4.43M	0.04%	353
2022 Q1	$5.68M	Buy	68,977 +9,125	+15%	+$763K	0.15%	143
2021 Q4	$5.21M	Buy	59,852 +50,715	+555%	+$4.4M	0.12%	172
2021 Q3	$799K	Sell	9,137 -16,265	-64%	-$1.43M	0.02%	465
2021 Q2	$2.24M	Buy	25,402 +15,646	+160%	+$1.37M	0.06%	273
2021 Q1	$1.26M	Buy	+9,756	New	+$849K	0.03%	380

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

Spire Wealth Management's HYG Position: Q2 2026 in Review

Spire Wealth Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.51% in Q2 2026, buying an estimated $1.6K and bringing the position to 3,906 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #659.

Spire Wealth Management first reported a position in HYG in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.68M in Q1 2022. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Spire Wealth Management held 3,906 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $312K as of Q2 2026.
Spire Wealth Management bought 20 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.6K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #659 holding.
Spire Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $5.68M in Q1 2022.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.