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

Summit 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 		$568K Sell
7,104
-160
-2% -$12.8K 0.08% 163
2026
Q1 		$578K Sell
7,264
-649
-8% -$52.2K 0.09% 144
2025
Q4 		$638K Sell
7,913
-1,423
-15% -$115K 0.12% 107
2025
Q3 		$758K Sell
9,336
-2,430
-21% -$196K 0.14% 104
2025
Q2 		$949K Sell
11,766
-2,368
-17% -$187K 0.18% 84
2025
Q1 		$1.12M Sell
14,134
-1,044
-7% -$82.9K 0.23% 73
2024
Q4 		$1.19M Sell
15,178
-822
-5% -$65.3K 0.25% 70
2024
Q3 		$1.28M Sell
16,000
-3,781
-19% -$297K 0.25% 74
2024
Q2 		$1.53M Buy
19,781
+1,760
+10% +$135K 0.32% 64
2024
Q1 		$1.4M Buy
18,021
+628
+4% +$48.5K 0.3% 62
2023
Q4 		$1.35M Buy
17,393
+431
+3% +$32.1K 0.31% 57
2023
Q3 		$1.25M Buy
16,962
+114
+0.7% +$8.51K 0.32% 55
2023
Q2 		$1.26M Buy
16,848
+372
+2% +$27.8K 0.32% 54
2023
Q1 		$1.24M Buy
16,476
+39
+0.2% +$2.92K 0.32% 53
2022
Q4 		$1.21M Sell
16,437
-2,057
-11% -$152K 0.32% 56
2022
Q3 		$1.32M Sell
18,494
-1,314
-7% -$99.3K 0.37% 47
2022
Q2 		$1.46M Sell
19,808
-249
-1% -$19.4K 0.39% 42
2022
Q1 		$1.65M Buy
20,057
+492
+3% +$41.1K 0.37% 41
2021
Q4 		$1.7M Sell
19,565
-367
-2% -$31.8K 0.37% 43
2021
Q3 		$1.74M Buy
19,932
+520
+3% +$45.6K 0.41% 38
2021
Q2 		$1.71M Buy
19,412
+207
+1% +$18.1K 0.41% 38
2021
Q1 		$1.67M Buy
19,205
+610
+3% +$53.1K 0.43% 37
2020
Q4 		$1.62M Buy
18,595
+1,474
+9% +$126K 0.44% 37
2020
Q3 		$1.44M Buy
17,121
+577
+3% +$48.6K 0.43% 41
2020
Q2 		$1.35M Sell
16,544
-173
-1% -$13.9K 0.44% 44
2020
Q1 		$1.29M Buy
16,717
+908
+6% +$76.7K 0.52% 34
2019
Q4 		$1.39M Buy
+15,809
New +$1.38M 0.48% 38

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 Wealth Partners's HYG Position: Q2 2026 in Review

Summit Wealth Partners reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 2.2% in Q2 2026, selling an estimated $12.8K and leaving 7,104 shares worth $568K. The position accounts for 0.08% of the portfolio, ranked #163.

Summit Wealth Partners first reported a position in HYG in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.74M in Q3 2021. 991 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Summit Wealth Partners held 7,104 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $568K as of Q2 2026.
  • Summit Wealth Partners sold 160 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $12.8K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.08% of Summit Wealth Partners's portfolio in Q2 2026, its #163 holding.
  • Summit Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Summit Wealth Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.74M in Q3 2021.
  • 991 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.