Wealth Enhancement Advisory Services
HYG icon

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 		$23.9K Buy
+300
New +$24K ﹤0.01% 4014

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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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
TC
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.