Union Savings Bank’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Union Savings Bank’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	$216K	Hold	2,697	–	–	0.09%	121
2026 Q1	$215K	Hold	2,697	–	–	0.09%	123
2025 Q4	$217K	Buy	+2,697	New	+$217K	0.09%	125
2025 Q2	$132K	Hold	1,642	–	–	0.06%	155
2025 Q1	$130K	Sell	1,642 -94	-5%	-$7.46K	0.06%	153
2024 Q4	$137K	Buy	+1,736	New	+$138K	0.07%	145
2024 Q3	–	Sell	-6,618	Closed	-$510K	–	301
2024 Q2	$510K	Sell	6,618 -295	-4%	-$22.7K	0.27%	72
2024 Q1	$537K	Hold	6,913	–	–	0.28%	76
2023 Q4	$535K	Buy	6,913 +451	+7%	+$33.6K	0.3%	73
2023 Q3	$476K	Sell	6,462 -653	-9%	-$48.8K	0.3%	79
2023 Q2	$537K	Buy	+7,115	New	+$531K	0.32%	72

Other funds holding HYG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JSTA

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

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

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Union Savings Bank's HYG Position: Q2 2026 in Review

Union Savings Bank held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q2 2026 at 2,697 shares worth $216K. The position accounts for 0.09% of the portfolio, ranked #121.

Union Savings Bank first reported a position in HYG in Q2 2023 and has held it in 11 quarters since. The position peaked at $537K in Q1 2024. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Union Savings Bank held 2,697 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $216K as of Q2 2026.
Union Savings Bank left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.09% of Union Savings Bank's portfolio in Q2 2026, its #121 holding.
Union Savings Bank first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2023 and has held it in 11 quarters since.
Union Savings Bank's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $537K in Q1 2024.
984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.