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

Towerpoint Wealth’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	$1.44M	Sell	17,953 -113	-0.6%	-$9.04K	0.5%	39
2026 Q1	$1.44M	Buy	18,066 +145	+0.8%	+$11.7K	0.58%	33
2025 Q4	$1.44M	Sell	17,921 -745	-4%	-$60K	0.57%	35
2025 Q3	$1.52M	Sell	18,666 -1,236	-6%	-$99.6K	0.62%	35
2025 Q2	$1.61M	Sell	19,902 -7,203	-27%	-$567K	0.71%	29
2025 Q1	$2.14M	Sell	27,105 -5,012	-16%	-$398K	1.06%	19
2024 Q4	$2.53M	Sell	32,117 -32,978	-51%	-$2.62M	1.24%	20
2024 Q3	$5.23M	Sell	65,095 -44,721	-41%	-$3.52M	2.48%	11
2024 Q2	$8.47M	Buy	109,816 +4,438	+4%	+$341K	4.23%	5
2024 Q1	$8.19M	Buy	105,378 +2,808	+3%	+$217K	4.11%	6
2023 Q4	$7.94M	Sell	102,570 -24	-0%	-$1.79K	4.33%	5
2023 Q3	$7.56M	Sell	102,594 -11,205	-10%	-$837K	4.49%	5
2023 Q2	$8.54M	Sell	113,799 -23,529	-17%	-$1.76M	4.81%	5
2023 Q1	$10.4M	Sell	137,328 -3,213	-2%	-$241K	5.94%	4
2022 Q4	$10.3M	Buy	140,541 +1,457	+1%	+$107K	5.97%	5
2022 Q3	$9.93M	Buy	139,084 +11,443	+9%	+$865K	5.99%	5
2022 Q2	$9.4M	Buy	127,641 +2,405	+2%	+$187K	5.61%	4
2022 Q1	$10.3M	Sell	125,236 -2,896	-2%	-$242K	5.12%	4
2021 Q4	$11.1M	Buy	128,132 +21,945	+21%	+$1.9M	5.28%	4
2021 Q3	$9.29M	Buy	106,187 +19,775	+23%	+$1.73M	4.63%	7
2021 Q2	$7.61M	Buy	86,412 +3,478	+4%	+$304K	3.78%	10
2021 Q1	$7.23M	Buy	82,934 +5,914	+8%	+$515K	3.47%	10
2020 Q4	$6.72M	Buy	77,020 +2,218	+3%	+$190K	3.36%	12
2020 Q3	$6.28M	Buy	74,802 +572	+0.8%	+$48.1K	3.49%	10
2020 Q2	$6.06M	Buy	74,230 +977	+1%	+$78.7K	3.77%	10
2020 Q1	$5.65M	Buy	73,253 +912	+1%	+$77K	4.47%	8
2019 Q4	$6.36M	Sell	72,341 -131	-0.2%	-$11.4K	4.2%	11
2019 Q3	$6.32M	Buy	72,472 +1,455	+2%	+$126K	4.29%	10
2019 Q2	$6.17M	Buy	71,017 +5,615	+9%	+$485K	4.33%	11
2019 Q1	$5.66M	Buy	65,402 +6,221	+11%	+$528K	3.95%	11
2018 Q4	$4.8M	Buy	59,181 +9,095	+18%	+$761K	3.85%	12
2018 Q3	$4.33M	Buy	50,086 +14,204	+40%	+$1.22M	3.59%	12
2018 Q2	$3.05M	Buy	35,882 +18,355	+105%	+$1.57M	2.87%	14
2018 Q1	$1.5M	Buy	17,527 +14,635	+506%	+$1.26M	1.66%	16
2017 Q4	$252K	Buy	+2,892	New	+$254K	0.33%	26

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

Towerpoint Wealth's HYG Position: Q2 2026 in Review

Towerpoint Wealth reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.63% in Q2 2026, selling an estimated $9.04K and leaving 17,953 shares worth $1.44M. The position accounts for 0.5% of the portfolio, ranked #39.

Towerpoint Wealth first reported a position in HYG in Q4 2017 and has held it in 35 quarters since. The position peaked at $11.1M in Q4 2021. 243 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Towerpoint Wealth held 17,953 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.44M as of Q2 2026.
Towerpoint Wealth sold 113 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $9.04K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.5% of Towerpoint Wealth's portfolio in Q2 2026, its #39 holding.
Towerpoint Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and has held it in 35 quarters since.
Towerpoint Wealth's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $11.1M in Q4 2021.
243 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.