SFC
HYG icon

Summit Financial Consulting’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Summit Financial Consulting’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 		$21.8M Sell
272,444
-6,942
-2% -$555K 14.78% 1
2026
Q1 		$22.2M Buy
279,386
+11,195
+4% +$900K 15.91% 2
2025
Q4 		$21.6M Buy
268,191
+21,239
+9% +$1.71M 15.7% 2
2025
Q3 		$20.1M Buy
246,952
+240,959
+4,021% +$19.4M 16% 2
2025
Q2 		$483K Sell
5,993
-224,178
-97% -$17.7M 0.43% 25
2025
Q1 		$18.2M Buy
+230,171
New +$18.3M 16.85% 2

Other funds holding HYG

Morgan Stanley
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
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
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Summit Financial Consulting's HYG Position: Q2 2026 in Review

Summit Financial Consulting reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 2.5% in Q2 2026, selling an estimated $555K and leaving 272,444 shares worth $21.8M. The position accounts for 14.78% of the portfolio, ranked #1.

Summit Financial Consulting first reported a position in HYG in Q1 2025 and has held it in 6 quarters since. The position peaked at $22.2M in Q1 2026. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Summit Financial Consulting held 272,444 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $21.8M as of Q2 2026.
  • Summit Financial Consulting sold 6,942 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $555K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 14.78% of Summit Financial Consulting's portfolio in Q2 2026, its #1 holding.
  • Summit Financial Consulting first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Summit Financial Consulting's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $22.2M in Q1 2026.
  • 984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Summit Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.