Strong Tower Advisory Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Strong Tower Advisory Services’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	$19.3M	Sell	241,084 -2,334	-1%	-$187K	3.45%	5
2026 Q1	$19.4M	Buy	243,418 +8,960	+4%	+$721K	3.64%	5
2025 Q4	$18.9M	Sell	234,458 -77,587	-25%	-$6.25M	3.39%	6
2025 Q3	$25.3M	Buy	312,045 +12,793	+4%	+$1.03M	4.8%	2
2025 Q2	$24.1M	Buy	299,252 +14,419	+5%	+$1.14M	4.76%	2
2025 Q1	$21.7M	Buy	284,833 +161,355	+131%	+$12.8M	5.33%	2
2024 Q4	$9.71M	Buy	123,478 +11,401	+10%	+$905K	2.53%	10
2024 Q3	$9M	Buy	112,077 +179	+0.2%	+$14.1K	2.51%	12
2024 Q2	$8.63M	Buy	111,898 +13,288	+13%	+$1.02M	2.83%	10
2024 Q1	$7.59M	Buy	98,610 +4,730	+5%	+$366K	3.05%	9
2023 Q4	$7.27M	Buy	+93,880	New	+$7M	3.22%	9

Other funds holding HYG

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

PartnerRe Asset Management Greenwich, Connecticut $142M AUM

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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

Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Acasta Partners UK London $189M AUM

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return