Vision Financial Markets’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Vision Financial Markets’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	$64K	Buy	800 +600	+300%	+$48K	0.06%	127
2026 Q1	$15.9K	Buy	+200	New	+$16.1K	0.02%	197
2025 Q4	–	Sell	-700	Closed	-$56.8K	–	423
2025 Q3	$56.8K	Sell	700 -300	-30%	-$24.2K	0.05%	124
2025 Q2	$80.7K	Buy	+1,000	New	+$78.8K	0.08%	104

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

Vision Financial Markets's HYG Position: Q2 2026 in Review

Vision Financial Markets increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 300% in Q2 2026, buying an estimated $48K and bringing the position to 800 shares worth $64K. The position accounts for 0.06% of the portfolio, ranked #127.

Vision Financial Markets first reported a position in HYG in Q2 2025 and has held it in 4 quarters since. The position peaked at $80.7K in Q2 2025. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Vision Financial Markets held 800 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $64K as of Q2 2026.
Vision Financial Markets bought 600 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $48K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.06% of Vision Financial Markets's portfolio in Q2 2026, its #127 holding.
Vision Financial Markets first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
Vision Financial Markets's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $80.7K in Q2 2025.
262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.