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Torrey-Payne Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Torrey-Payne Wealth Management’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 		$3.88M Buy
48,492
+2,207
+5% +$177K 3.19% 11
2026
Q1 		$3.68M Buy
46,285
+1,228
+3% +$98.8K 3.38% 11
2025
Q4 		$3.66M Buy
+45,057
New +$3.63M 3.28% 11

Other funds holding HYG

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Torrey-Payne Wealth Management's HYG Position: Q2 2026 in Review

Torrey-Payne Wealth Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 4.8% in Q2 2026, buying an estimated $177K and bringing the position to 48,492 shares worth $3.88M. The position accounts for 3.19% of the portfolio, ranked #11.

Torrey-Payne Wealth Management first reported a position in HYG in Q4 2025 and has held it in 3 quarters since. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Torrey-Payne Wealth Management held 48,492 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.88M as of Q2 2026.
  • Torrey-Payne Wealth Management bought 2,207 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $177K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 3.19% of Torrey-Payne Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Torrey-Payne Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Torrey-Payne Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.