USA FINANCIAL FORMULAS’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

USA FINANCIAL FORMULAS’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	$6.01M	Buy	+75,115	New	+$6.01M	1.1%	10

Other funds holding HYG

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

USA FINANCIAL FORMULAS's HYG Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2026: 75,115 shares worth $6.01M. The stake represents 1.1% of the portfolio and ranks #10 among its holdings.

473 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

USA FINANCIAL FORMULAS held 75,115 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $6.01M as of Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 1.1% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #10 holding.
473 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.