Waystone Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Waystone Advisors’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	$1.28M	Sell	15,957 -650	-4%	-$52K	0.95%	24
2026 Q1	$1.32M	Sell	16,607 -1,004	-6%	-$80.8K	1.18%	19
2025 Q4	$1.42M	Buy	+17,611	New	+$1.42M	1.22%	18

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

Waystone Advisors's HYG Position: Q2 2026 in Review

Waystone Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 3.9% in Q2 2026, selling an estimated $52K and leaving 15,957 shares worth $1.28M. The position accounts for 0.95% of the portfolio, ranked #24.

Waystone Advisors first reported a position in HYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.42M in Q4 2025. 985 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Waystone Advisors held 15,957 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.28M as of Q2 2026.
Waystone Advisors sold 650 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $52K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.95% of Waystone Advisors's portfolio in Q2 2026, its #24 holding.
Waystone Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Waystone Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.42M in Q4 2025.
985 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Waystone Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.