Wealth Enhancement Advisory Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Wealth Enhancement Advisory Services’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	$4.85M	Sell	60,894 -2,394	-4%	-$192K	0.01%	1020
2026 Q1	$5.04M	Buy	63,288 +21,796	+53%	+$1.75M	0.01%	897
2025 Q4	$3.36M	Buy	41,492 +11,176	+37%	+$901K	﹤0.01%	1219
2025 Q3	$2.45M	Buy	30,316 +1,456	+5%	+$117K	﹤0.01%	1332
2025 Q2	$2.32M	Buy	28,860 +1,331	+5%	+$105K	﹤0.01%	1280
2025 Q1	$2.17M	Buy	27,529 +299	+1%	+$23.7K	﹤0.01%	1201
2024 Q4	$2.14M	Sell	27,230 -6,558	-19%	-$521K	﹤0.01%	1147
2024 Q3	$2.71M	Sell	33,788 -1,141	-3%	-$89.8K	0.01%	941
2024 Q2	$2.69M	Buy	34,929 +1,880	+6%	+$145K	0.01%	882
2024 Q1	$2.57M	Buy	33,049 +929	+3%	+$71.8K	0.01%	858
2023 Q4	$2.49M	Buy	32,120 +4,769	+17%	+$356K	0.01%	835
2023 Q3	$2.02M	Buy	+27,351	New	+$2.04M	0.01%	861

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

Wealth Enhancement Advisory Services's HYG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 3.8% in Q2 2026, selling an estimated $192K and leaving 60,894 shares worth $4.85M. The position accounts for 0.01% of the portfolio, ranked #1020.

Wealth Enhancement Advisory Services first reported a position in HYG in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.04M in Q1 2026. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Wealth Enhancement Advisory Services held 60,894 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $4.85M as of Q2 2026.
Wealth Enhancement Advisory Services sold 2,394 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $192K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1020 holding.
Wealth Enhancement Advisory Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $5.04M in Q1 2026.
262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.