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

Toth Financial Advisory’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	$16K	Hold	200	–	–	﹤0.01%	530
2026 Q1	$15.9K	Hold	200	–	–	﹤0.01%	506
2025 Q4	$16.1K	Hold	200	–	–	﹤0.01%	499
2025 Q3	$16.2K	Hold	200	–	–	﹤0.01%	489
2025 Q2	$16.1K	Hold	200	–	–	﹤0.01%	444
2025 Q1	$15.8K	Hold	200	–	–	﹤0.01%	420
2024 Q4	$15.7K	Hold	200	–	–	﹤0.01%	423
2024 Q3	$16.1K	Hold	200	–	–	﹤0.01%	411
2024 Q2	$15.4K	Hold	200	–	–	﹤0.01%	423
2024 Q1	$15.5K	Buy	200 +135	+208%	+$10.4K	﹤0.01%	412
2023 Q4	$5.03K	Hold	65	–	–	﹤0.01%	530
2023 Q3	$4.79K	Buy	+65	New	+$4.85K	﹤0.01%	536
2022 Q2	–	Sell	-266	Closed	-$22K	–	731
2022 Q1	$22K	Buy	266 +2	+0.8%	+$167	﹤0.01%	379
2021 Q4	$23K	Buy	264 +4	+2%	+$347	﹤0.01%	382
2021 Q3	$23K	Buy	260 +2	+0.8%	+$175	﹤0.01%	380
2021 Q2	$23K	Buy	258 +3	+1%	+$262	﹤0.01%	356
2021 Q1	$22K	Buy	255 +2	+0.8%	+$174	﹤0.01%	370
2020 Q4	$22K	Buy	253 +4	+2%	+$342	﹤0.01%	332
2020 Q3	$21K	Buy	249 +3	+1%	+$253	﹤0.01%	310
2020 Q2	$20K	Sell	246 -78	-24%	-$6.29K	﹤0.01%	284
2020 Q1	$25K	Buy	324 +3	+0.9%	+$253	0.01%	218
2019 Q4	$28K	Buy	321 +5	+2%	+$435	0.01%	237
2019 Q3	$28K	Buy	316 +4	+1%	+$347	0.01%	252
2019 Q2	$27K	Sell	312 -126	-29%	-$10.9K	0.01%	253
2019 Q1	$38K	Sell	438 -12	-3%	-$1.02K	0.01%	227
2018 Q4	$37K	Buy	450 +5	+1%	+$419	0.01%	201
2018 Q3	$38K	Buy	445 +4	+0.9%	+$344	0.01%	218
2018 Q2	$37K	Sell	441 -116	-21%	-$9.94K	0.01%	223
2018 Q1	$48K	Buy	557 +2	+0.4%	+$173	0.01%	215
2017 Q4	$48K	Buy	+555	New	+$48.7K	0.01%	214

Other funds holding HYG

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

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

Toth Financial Advisory's HYG Position: Q2 2026 in Review

Toth Financial Advisory held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q2 2026 at 200 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Toth Financial Advisory first reported a position in HYG in Q4 2017 and has held it in 30 quarters since. The position peaked at $48K in Q1 2018. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Toth Financial Advisory held 200 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $16K as of Q2 2026.
Toth Financial Advisory left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #530 holding.
Toth Financial Advisory first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and has held it in 30 quarters since.
Toth Financial Advisory's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $48K in Q1 2018.
262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.