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 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%	+$2.71K	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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

SWS Partners's HYG Position: Q2 2026 in Review

SWS Partners increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.63% in Q2 2026, buying an estimated $8.96K and bringing the position to 17,978 shares worth $1.44M. The position accounts for 0.31% of the portfolio, ranked #80.

SWS Partners first reported a position in HYG in Q4 2017 and has held it in 25 quarters since. 490 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

SWS Partners held 17,978 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.44M as of Q2 2026.
SWS Partners bought 112 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $8.96K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.31% of SWS Partners's portfolio in Q2 2026, its #80 holding.
SWS Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and has held it in 25 quarters since.
490 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

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