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

SYM Financial Corp’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	$7.28K	Buy	+91	New	+$7.28K	﹤0.01%	490
2025 Q4	–	Sell	-371	Closed	-$30.1K	–	435
2025 Q3	$30.1K	Hold	371	–	–	﹤0.01%	374
2025 Q2	$29.9K	Hold	371	–	–	﹤0.01%	373
2025 Q1	$29.3K	Sell	371 -80	-18%	-$6.35K	﹤0.01%	323
2024 Q4	$35.5K	Buy	451 +80	+22%	+$6.35K	﹤0.01%	289
2024 Q3	$29.8K	Sell	371 -17	-4%	-$1.34K	﹤0.01%	235
2024 Q2	$29.9K	Buy	388 +17	+5%	+$1.31K	﹤0.01%	221
2024 Q1	$28.8K	Hold	371	–	–	﹤0.01%	139
2023 Q4	$28.7K	Hold	371	–	–	﹤0.01%	155
2023 Q3	$27.4K	Hold	371	–	–	﹤0.01%	141
2023 Q2	$27.9K	Hold	371	–	–	0.01%	91
2023 Q1	$28K	Hold	371	–	–	0.01%	85
2022 Q4	$27.3K	Sell	371 -45	-11%	-$3.32K	0.01%	95
2022 Q3	$30K	Hold	416	–	–	0.01%	82
2022 Q2	$31K	Hold	416	–	–	0.01%	85
2022 Q1	$34K	Sell	416 -98	-19%	-$8.19K	0.01%	89
2021 Q4	$45K	Hold	514	–	–	0.02%	81
2021 Q3	$45K	Hold	514	–	–	0.03%	82
2021 Q2	$45K	Hold	514	–	–	0.03%	70
2021 Q1	$45K	Hold	514	–	–	0.03%	66
2020 Q4	$45K	Hold	514	–	–	0.03%	57
2020 Q3	$43K	Hold	514	–	–	0.03%	50
2020 Q2	$42K	Sell	514 -395	-43%	-$31.8K	0.03%	47
2020 Q1	$70K	Buy	909 +395	+77%	+$33.4K	0.07%	50
2019 Q4	$45K	Hold	514	–	–	0.03%	67
2019 Q3	$45K	Hold	514	–	–	0.03%	55
2019 Q2	$45K	Hold	514	–	–	0.03%	57
2019 Q1	$44K	Hold	514	–	–	0.03%	57
2018 Q4	$42K	Sell	514 -510	-50%	-$42.7K	0.02%	59
2018 Q3	$89K	Hold	1,024	–	–	0.05%	57
2018 Q2	$87K	Hold	1,024	–	–	0.05%	41
2018 Q1	$88K	Sell	1,024 -151	-13%	-$13K	0.05%	38
2017 Q4	$103K	Buy	+1,175	New	+$103K	0.05%	48

Other funds holding HYG

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 Paris, France $289B AUM 60.46% 1-Year Est. Return

SYM Financial Corp's HYG Position: Q2 2026 in Review

SYM Financial Corp opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2026: 91 shares worth $7.28K. The stake represents ﹤0.01% of the portfolio and ranks #490 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in HYG as recently as Q3 2025.

SYM Financial Corp first reported a position in HYG in Q4 2017 and has held it in 33 quarters since. The position peaked at $103K in Q4 2017. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

SYM Financial Corp held 91 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $7.28K as of Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF was a new SYM Financial Corp position in Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #490 holding.
SYM Financial Corp first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and has held it in 33 quarters since.
SYM Financial Corp's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $103K in Q4 2017.
984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.