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

Wealth Quarterback’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	$307K	Buy	3,844 +190	+5%	+$15.2K	0.09%	136
2026 Q1	$291K	Buy	3,654 +707	+24%	+$56.9K	0.11%	130
2025 Q4	$238K	Buy	+2,947	New	+$238K	0.09%	139
2021 Q3	$69K	Buy	785 +193	+33%	+$16.9K	0.05%	191
2021 Q2	$53K	Buy	+592	New	+$51.7K	0.03%	228
2020 Q2	–	Sell	-16	Closed	-$1.27K	–	399
2020 Q1	$1.27K	Sell	16 -150	-90%	-$12.7K	﹤0.01%	801
2019 Q4	$14.6K	Buy	+166	New	+$14.4K	0.01%	430

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Wealth Quarterback's HYG Position: Q2 2026 in Review

Wealth Quarterback increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 5.2% in Q2 2026, buying an estimated $15.2K and bringing the position to 3,844 shares worth $307K. The position accounts for 0.09% of the portfolio, ranked #136.

Wealth Quarterback first reported a position in HYG in Q4 2019 and has held it in 7 quarters since. 288 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Wealth Quarterback held 3,844 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $307K as of Q2 2026.
Wealth Quarterback bought 190 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $15.2K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.09% of Wealth Quarterback's portfolio in Q2 2026, its #136 holding.
Wealth Quarterback first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and has held it in 7 quarters since.
288 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.