Talisman Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Talisman Wealth Advisors’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	–	Sell	-74,237	Closed	-$3.43M	–	123
2026 Q1	$3.43M	Buy	74,237 +11,921	+19%	+$959K	2.76%	9
2025 Q4	$2.9M	Buy	62,316 +11,593	+23%	+$934K	2.26%	10
2025 Q3	$2.37M	Buy	50,723 +3,606	+8%	+$291K	1.96%	13
2025 Q2	$2.18M	Buy	47,117 +2,834	+6%	+$223K	1.99%	12
2025 Q1	$2.04M	Buy	44,283 +9,632	+28%	+$765K	2.1%	11
2024 Q4	$1.57M	Buy	34,651 +20,886	+152%	+$1.66M	1.66%	18
2024 Q3	$650K	Buy	+13,765	New	+$1.08M	0.68%	41

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

Talisman Wealth Advisors's HYG Position: Q2 2026 in Review

Talisman Wealth Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2026, closing a stake of 74,237 shares — an estimated $3.43M sold.

Talisman Wealth Advisors first reported a position in HYG in Q3 2024 and held it in 7 quarters. The position peaked at $3.43M in Q1 2026. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Talisman Wealth Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Talisman Wealth Advisors sold 74,237 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $3.43M.
Talisman Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2024 and held it in 7 quarters.
Talisman Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.43M in Q1 2026.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.