Strategic Wealth Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Strategic Wealth Partners’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	$148K	Sell	1,851 -34	-2%	-$2.72K	0.01%	344
2026 Q1	$150K	Sell	1,885 -67	-3%	-$5.39K	0.01%	336
2025 Q4	$157K	Buy	1,952 +505	+35%	+$40.7K	0.01%	347
2025 Q3	$118K	Buy	1,447 +889	+159%	+$71.6K	0.01%	415
2025 Q2	$45K	Buy	+558	New	+$44K	﹤0.01%	510
2022 Q2	–	Sell	-32,165	Closed	-$2.65M	–	260
2022 Q1	$2.65M	Buy	32,165 +5,006	+18%	+$419K	0.52%	62
2021 Q4	$2.36M	Buy	27,159 +2,738	+11%	+$238K	0.45%	70
2021 Q3	$2.14M	Sell	24,421 -111	-0.5%	-$9.74K	0.63%	38
2021 Q2	$2.16M	Buy	24,532 +161	+0.7%	+$14.1K	0.7%	34
2021 Q1	$2.13M	Buy	24,371 +1,559	+7%	+$136K	0.85%	25
2020 Q4	$1.99M	Buy	22,812 +129	+0.6%	+$11K	0.84%	25
2020 Q3	$1.9M	Buy	+22,683	New	+$1.91M	0.96%	18
2019 Q4	–	Sell	-2,755	Closed	-$223K	–	291
2019 Q3	$223K	Buy	2,755 +330	+14%	+$28.7K	1.15%	18
2019 Q2	$210K	Buy	2,425 +420	+21%	+$36.3K	0.1%	130
2019 Q1	$173K	Buy	2,005 +1,447	+259%	+$123K	0.08%	148
2018 Q4	$47K	Buy	558 +301	+117%	+$25.2K	0.02%	239
2018 Q3	$22K	Hold	257	–	–	0.01%	316
2018 Q2	$22K	Sell	257 -172	-40%	-$14.7K	0.01%	368
2018 Q1	$37K	Sell	429 -310	-42%	-$26.8K	0.02%	272
2017 Q4	$65K	Buy	+739	New	+$64.9K	0.04%	203

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

Strategic Wealth Partners's HYG Position: Q2 2026 in Review

Strategic Wealth Partners reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1.8% in Q2 2026, selling an estimated $2.72K and leaving 1,851 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #344.

Strategic Wealth Partners first reported a position in HYG in Q4 2017 and has held it in 20 quarters since. The position peaked at $2.65M in Q1 2022. 983 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Strategic Wealth Partners held 1,851 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $148K as of Q2 2026.
Strategic Wealth Partners sold 34 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.72K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #344 holding.
Strategic Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and has held it in 20 quarters since.
Strategic Wealth Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.65M in Q1 2022.
983 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.