Stewardship Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Stewardship Advisors’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	$413K	Buy	5,161 +360	+7%	+$28.8K	0.09%	111
2026 Q1	$382K	Hold	4,801	–	–	0.09%	105
2025 Q4	$387K	Buy	4,801 +173	+4%	+$13.9K	0.09%	104
2025 Q3	$376K	Buy	4,628 +80	+2%	+$6.45K	0.09%	104
2025 Q2	$367K	Sell	4,548 -95	-2%	-$7.49K	0.09%	97
2025 Q1	$366K	Sell	4,643 -338	-7%	-$26.8K	0.1%	98
2024 Q4	$392K	Buy	4,981 +745	+18%	+$59.1K	0.11%	103
2024 Q3	$340K	Buy	+4,236	New	+$333K	0.1%	93
2023 Q1	–	Sell	-39,111	Closed	-$2.88M	–	43
2022 Q4	$2.88M	Sell	39,111 -39,047	-50%	-$2.88M	1.16%	25
2022 Q3	$5.58M	Buy	78,158 +2,829	+4%	+$214K	2.42%	16
2022 Q2	$5.54M	Sell	75,329 -2,750	-4%	-$214K	2.33%	17
2022 Q1	$6.42M	Sell	78,079 -13,659	-15%	-$1.14M	2.37%	16
2021 Q4	$7.98M	Buy	91,738 +2,614	+3%	+$227K	2.87%	14
2021 Q3	$7.8M	Buy	89,124 +12,377	+16%	+$1.09M	2.95%	12
2021 Q2	$6.76M	Buy	+76,747	New	+$6.7M	2.53%	15

Other funds holding HYG

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

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

Stewardship Advisors's HYG Position: Q2 2026 in Review

Stewardship Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 7.5% in Q2 2026, buying an estimated $28.8K and bringing the position to 5,161 shares worth $413K. The position accounts for 0.09% of the portfolio, ranked #111.

Stewardship Advisors first reported a position in HYG in Q2 2021 and has held it in 15 quarters since. The position peaked at $7.98M in Q4 2021. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Stewardship Advisors held 5,161 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $413K as of Q2 2026.
Stewardship Advisors bought 360 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $28.8K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.09% of Stewardship Advisors's portfolio in Q2 2026, its #111 holding.
Stewardship Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2021 and has held it in 15 quarters since.
Stewardship Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $7.98M in Q4 2021.
262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.