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

Tompkins 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 Q3	$11.8K	Hold	153	–	–	﹤0.01%	458
2026 Q2	$12.2K	Hold	153	–	–	﹤0.01%	439
2026 Q1	$12.2K	Hold	153	–	–	﹤0.01%	436
2025 Q4	$12.3K	Hold	153	–	–	﹤0.01%	423
2025 Q3	$12.4K	Hold	153	–	–	﹤0.01%	427
2025 Q2	$12.3K	Buy	153 +122	+394%	+$9.61K	﹤0.01%	426
2025 Q1	$2.45K	Sell	31 -40	-56%	-$3.17K	﹤0.01%	520
2024 Q4	$5.58K	Buy	71 +40	+129%	+$3.17K	﹤0.01%	463
2024 Q3	$2.49K	Hold	31	–	–	﹤0.01%	535
2024 Q2	$2.39K	Hold	31	–	–	﹤0.01%	544
2024 Q1	$2.41K	Buy	+31	New	+$2.4K	﹤0.01%	574
2022 Q1	–	Sell	-3,725	Closed	-$324K	–	606
2021 Q4	$324K	Buy	+3,725	New	+$323K	0.06%	113
2021 Q1	$325K	Hold	3,725	–	–	0.06%	115
2020 Q4	$325K	Hold	3,725	–	–	0.06%	115
2020 Q3	$313K	Buy	+3,725	New	+$314K	0.06%	126
2020 Q1	–	Sell	-5,525	Closed	-$486K	–	430
2019 Q4	$486K	Hold	5,525	–	–	0.09%	115
2019 Q3	$482K	Hold	5,525	–	–	0.1%	111
2019 Q2	$482K	Buy	+5,525	New	+$477K	0.1%	111
2019 Q1	–	Sell	-10,975	Closed	-$890K	–	410
2018 Q4	$890K	Hold	10,975	–	–	0.2%	83
2018 Q3	$949K	Hold	10,975	–	–	0.19%	83
2018 Q2	$934K	Hold	10,975	–	–	0.2%	83
2018 Q1	$940K	Hold	10,975	–	–	0.21%	85
2017 Q4	$958K	Hold	10,975	–	–	0.22%	82
2017 Q3	$974K	Hold	10,975	–	–	0.23%	76
2017 Q2	$970K	Hold	10,975	–	–	0.24%	75
2017 Q1	$963K	Hold	10,975	–	–	0.24%	74
2016 Q4	$950K	Buy	+10,975	New	+$945K	0.25%	73
2016 Q1	–	Sell	-234	Closed	-$19K	–	519
2015 Q4	$19K	Buy	+234	New	+$19.5K	0.01%	372
2015 Q1	–	Sell	-10,745	Closed	-$963K	–	531
2014 Q4	$963K	Sell	10,745 -305	-3%	-$27.8K	0.24%	82
2014 Q3	$1.02M	Hold	11,050	–	–	0.27%	86
2014 Q2	$1.05M	Sell	11,050 -1,215	-10%	-$115K	0.26%	81
2014 Q1	$1.16M	Hold	12,265	–	–	0.29%	75
2013 Q4	$1.14M	Hold	12,265	–	–	0.3%	73
2013 Q3	$1.12M	Buy	12,265 +1,775	+17%	+$163K	0.31%	65
2013 Q2	$953K	Buy	+10,490	New	+$985K	0.29%	70

Other funds holding HYG

PAM

PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

APU

Acasta Partners UK London $223M AUM 3.18% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Tompkins Financial's HYG Position: Q3 2026 in Review

Tompkins Financial held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q3 2026 at 153 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Tompkins Financial first reported a position in HYG in Q2 2013 and has held it in 35 quarters since. The position peaked at $1.16M in Q1 2014. 50 funds tracked by Wall St. Rank hold HYG as of Q3 2026.

Tompkins Financial held 153 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $11.8K as of Q3 2026.
Tompkins Financial left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q3 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #458 holding.
Tompkins Financial first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 35 quarters since.
Tompkins Financial's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.16M in Q1 2014.
50 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.