SF
HYG icon

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

SWP Financial’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 		$324K Sell
4,057
-654
-14% -$52.3K 0.15% 58
2026
Q1 		$375K Buy
4,711
+2,179
+86% +$175K 0.19% 48
2025
Q4 		$204K Sell
2,532
-129
-5% -$10.4K 0.1% 72
2025
Q3 		$216K Sell
2,661
-522
-16% -$42.1K 0.11% 71
2025
Q2 		$257K Sell
3,183
-45
-1% -$3.54K 0.14% 64
2025
Q1 		$255K Sell
3,228
-1,051
-25% -$83.4K 0.16% 56
2024
Q4 		$337K Sell
4,279
-106
-2% -$8.41K 0.2% 52
2024
Q3 		$352K Sell
4,385
-215
-5% -$16.9K 0.21% 35
2024
Q2 		$355K Sell
4,600
-44,494
-91% -$3.42M 0.23% 33
2024
Q1 		$3.79M Buy
49,094
+4,337
+10% +$335K 2.66% 14
2023
Q4 		$3.46M Buy
+44,757
New +$3.34M 2.69% 14

Other funds holding HYG

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $142M AUM
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SWP Financial's HYG Position: Q2 2026 in Review

SWP Financial reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 14% in Q2 2026, selling an estimated $52.3K and leaving 4,057 shares worth $324K. The position accounts for 0.15% of the portfolio, ranked #58.

SWP Financial first reported a position in HYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.79M in Q1 2024. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • SWP Financial held 4,057 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $324K as of Q2 2026.
  • SWP Financial sold 654 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $52.3K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.15% of SWP Financial's portfolio in Q2 2026, its #58 holding.
  • SWP Financial first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • SWP Financial's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.79M in Q1 2024.
  • 262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.