Wealth Forward LLC’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Wealth Forward LLC’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 Q3	–	Sell	-2,716	Closed	-$217K	–	52
2026 Q2	$217K	Hold	2,716	–	–	0.11%	47
2026 Q1	$216K	Hold	2,716	–	–	0.12%	41
2025 Q4	$219K	Hold	2,716	–	–	0.12%	42
2025 Q3	$221K	Sell	2,716 -64,804	-96%	-$5.22M	0.13%	42
2025 Q2	$5.45M	Sell	67,520 -115	-0.2%	-$9.06K	3.66%	10
2025 Q1	$5.34M	Buy	67,635 +68	+0.1%	+$5.4K	3.8%	10
2024 Q4	$5.31M	Buy	67,567 +4,292	+7%	+$341K	3.75%	10
2024 Q3	$5.08M	Sell	63,275 -1,160	-2%	-$91.3K	3.56%	10
2024 Q2	$4.97M	Buy	64,435 +672	+1%	+$51.7K	3.88%	9
2024 Q1	$4.96M	Buy	63,763 +1,825	+3%	+$141K	3.9%	9
2023 Q4	$4.79M	Buy	+61,938	New	+$4.62M	4.05%	9

Other funds holding HYG

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return

Wealth Forward LLC's HYG Position: Q3 2026 in Review

Wealth Forward LLC sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2026, closing a stake of 2,716 shares — an estimated $217K sold.

Wealth Forward LLC first reported a position in HYG in Q4 2023 and held it in 11 quarters. The position peaked at $5.45M in Q2 2025. 282 funds tracked by Wall St. Rank hold HYG as of Q3 2026.

Wealth Forward LLC reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
Wealth Forward LLC sold 2,716 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2026, an estimated $217K.
Wealth Forward LLC first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and held it in 11 quarters.
Wealth Forward LLC's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $5.45M in Q2 2025.
282 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2026.

Based on Wealth Forward LLC's 13F filing for Q3 2026, filed 14 Oct 2026.