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

SWS 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 Q3	$1.46M	Buy	18,897 +919	+5%	+$72.8K	0.31%	79
2026 Q2	$1.44M	Buy	17,978 +112	+0.6%	+$8.96K	0.31%	80
2026 Q1	$1.42M	Buy	17,866 +2,156	+14%	+$173K	0.35%	84
2025 Q4	$1.27M	Buy	15,710 +268	+2%	+$21.6K	0.31%	88
2025 Q3	$1.25M	Buy	15,442 +1,015	+7%	+$81.8K	0.31%	90
2025 Q2	$1.16M	Buy	14,427 +997	+7%	+$78.5K	0.31%	90
2025 Q1	$1.06M	Buy	13,430 +1,842	+16%	+$146K	0.35%	86
2024 Q4	$911K	Buy	11,588 +5,927	+105%	+$471K	0.28%	93
2024 Q3	$455K	Buy	5,661 +15	+0.3%	+$1.18K	0.14%	100
2024 Q2	$436K	Sell	5,646 -322	-5%	-$24.8K	0.13%	99
2024 Q1	$464K	Buy	5,968 +35	+0.6%	+$2.7K	0.14%	101
2023 Q4	$459K	Buy	5,933 +442	+8%	+$33K	0.15%	99
2023 Q3	$405K	Buy	5,491 +352	+7%	+$26.3K	0.15%	100
2023 Q2	$386K	Buy	5,139 +89	+2%	+$6.64K	0.14%	101
2023 Q1	$382K	Buy	+5,050	New	+$378K	0.14%	104
2022 Q4	–	Sell	-5,310	Closed	-$379K	–	86
2022 Q3	$379K	Buy	+5,310	New	+$401K	0.18%	96
2021 Q1	–	Sell	-4,144	Closed	-$362K	–	88
2020 Q4	$362K	Buy	4,144 +151	+4%	+$12.9K	0.16%	105
2020 Q3	$335K	Buy	+3,993	New	+$336K	0.17%	103
2020 Q2	–	Sell	-3,856	Closed	-$297K	–	83
2020 Q1	$297K	Buy	+3,856	New	+$326K	0.21%	99
2019 Q3	$475K	Sell	5,460 -156	-3%	-$13.5K	0.28%	75
2019 Q2	$487K	Buy	+5,616	New	+$485K	0.31%	79
2018 Q4	$503K	Sell	6,197 -94	-1%	-$7.87K	0.38%	61
2018 Q3	$544K	Buy	6,291 +138	+2%	+$11.9K	0.35%	62
2018 Q2	$523K	Buy	6,153 +825	+15%	+$70.7K	0.37%	61
2018 Q1	$453K	Buy	5,328 +1,412	+36%	+$122K	0.33%	57
2017 Q4	$342K	Buy	+3,916	New	+$344K	0.26%	57

Other funds holding HYG

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

British Columbia Investment Management Victoria, British Columbia, Canada $16.4B AUM 28.57% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

BNP Paribas Paris, France $4.15B AUM 31.27% 1-Year Est. Return

SWS Partners's HYG Position: Q3 2026 in Review

SWS Partners increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 5.1% in Q3 2026, buying an estimated $72.8K and bringing the position to 18,897 shares worth $1.46M. The position accounts for 0.31% of the portfolio, ranked #79.

SWS Partners first reported a position in HYG in Q4 2017 and has held it in 26 quarters since. 828 funds tracked by Wall St. Rank hold HYG as of Q3 2026.

SWS Partners held 18,897 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.46M as of Q3 2026.
SWS Partners bought 919 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2026, an estimated $72.8K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.31% of SWS Partners's portfolio in Q3 2026, its #79 holding.
SWS Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and has held it in 26 quarters since.
828 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2026.

Based on SWS Partners's 13F filing for Q3 2026, filed 26 Oct 2026.