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Stone Summit Wealth’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Stone Summit Wealth’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
Q3 		$1.35M Sell
17,430
-1,220
-7% -$96.7K 0.36% 60
2026
Q2 		$1.49M Buy
18,650
+450
+2% +$36K 0.38% 61
2026
Q1 		$1.45M Sell
18,200
-1,822
-9% -$147K 0.4% 60
2025
Q4 		$1.61M Sell
20,022
-860
-4% -$69.3K 0.44% 57
2025
Q3 		$1.7M Sell
20,882
-1,696
-8% -$137K 0.48% 56
2025
Q2 		$1.82M Buy
22,578
+1,245
+6% +$98.1K 0.56% 56
2025
Q1 		$1.68M Buy
21,333
+6,610
+45% +$525K 0.57% 55
2024
Q4 		$1.16M Sell
14,723
-1,061
-7% -$84.2K 0.39% 66
2024
Q3 		$1.27M Sell
15,784
-1,385
-8% -$109K 0.41% 68
2024
Q2 		$1.32M Sell
17,169
-1,487
-8% -$114K 0.47% 61
2024
Q1 		$1.45M Sell
18,656
-4,276
-19% -$330K 0.5% 61
2023
Q4 		$1.77M Buy
22,932
+2,495
+12% +$186K 0.68% 50
2023
Q3 		$1.51M Buy
20,437
+1,845
+10% +$138K 0.65% 56
2023
Q2 		$1.4M Buy
18,592
+1,420
+8% +$106K 0.58% 59
2023
Q1 		$1.3M Buy
17,172
+4,021
+31% +$301K 0.58% 60
2022
Q4 		$968K Buy
13,151
+8,325
+173% +$614K 0.47% 62
2022
Q3 		$345K Sell
4,826
-145
-3% -$11K 0.21% 95
2022
Q2 		$366K Buy
4,971
+126
+3% +$9.8K 0.22% 94
2022
Q1 		$392K Buy
4,845
+1,370
+39% +$115K 0.22% 97
2021
Q4 		$304K Buy
+3,475
New +$301K 0.25% 96

Other funds holding HYG

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Twele Capital Management
Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
APU
Acasta Partners UK London $223M AUM 3.18% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return

Stone Summit Wealth's HYG Position: Q3 2026 in Review

Stone Summit Wealth reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 6.5% in Q3 2026, selling an estimated $96.7K and leaving 17,430 shares worth $1.35M. The position accounts for 0.36% of the portfolio, ranked #60.

Stone Summit Wealth first reported a position in HYG in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.82M in Q2 2025. 184 funds tracked by Wall St. Rank hold HYG as of Q3 2026.

  • Stone Summit Wealth held 17,430 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.35M as of Q3 2026.
  • Stone Summit Wealth sold 1,220 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2026, an estimated $96.7K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.36% of Stone Summit Wealth's portfolio in Q3 2026, its #60 holding.
  • Stone Summit Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • Stone Summit Wealth's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.82M in Q2 2025.
  • 184 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.