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

Steinberganna 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	$271K	Sell	3,385 -133	-4%	-$10.6K	0.11%	111
2026 Q1	$280K	Sell	3,518 -54	-2%	-$4.34K	0.13%	99
2025 Q4	$288K	Buy	3,572 +27	+0.8%	+$2.18K	0.13%	85
2025 Q3	$288K	Buy	+3,545	New	+$286K	0.14%	91

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

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

Steinberganna Wealth Management reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 3.8% in Q2 2026, selling an estimated $10.6K and leaving 3,385 shares worth $271K. The position accounts for 0.11% of the portfolio, ranked #111.

Steinberganna Wealth Management first reported a position in HYG in Q3 2025 and has held it in 4 quarters since. The position peaked at $288K in Q4 2025. 983 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Steinberganna Wealth Management held 3,385 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $271K as of Q2 2026.
Steinberganna Wealth Management sold 133 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $10.6K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.11% of Steinberganna Wealth Management's portfolio in Q2 2026, its #111 holding.
Steinberganna Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
Steinberganna Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $288K in Q4 2025.
983 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Steinberganna Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.