Wealthcare Advisory Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Wealthcare Advisory Partners’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	$1.96M	Buy	24,532 +7,429	+43%	+$594K	0.04%	369
2026 Q1	$1.36M	Sell	17,103 -9,808	-36%	-$789K	0.03%	445
2025 Q4	$2.17M	Buy	26,911 +1,819	+7%	+$147K	0.04%	349
2025 Q3	$2.04M	Buy	25,092 +5,927	+31%	+$478K	0.04%	341
2025 Q2	$1.55M	Buy	19,165 +1,776	+10%	+$140K	0.04%	385
2025 Q1	$1.37M	Sell	17,389 -583	-3%	-$46.3K	0.04%	376
2024 Q4	$1.41M	Buy	17,972 +10,205	+131%	+$810K	0.04%	342
2024 Q3	$624K	Buy	7,767 +3,189	+70%	+$251K	0.02%	522
2024 Q2	$353K	Sell	4,578 -4,472	-49%	-$344K	0.01%	629
2024 Q1	$703K	Buy	9,050 +3,479	+62%	+$269K	0.02%	474
2023 Q4	$431K	Buy	5,571 +2,120	+61%	+$158K	0.02%	512
2023 Q3	$254K	Sell	3,451 -167	-5%	-$12.5K	0.01%	592
2023 Q2	$272K	Sell	3,618 -556	-13%	-$41.5K	0.01%	592
2023 Q1	$315K	Sell	4,174 -3,060	-42%	-$229K	0.01%	568
2022 Q4	$533K	Sell	7,234 -2,044	-22%	-$151K	0.03%	407
2022 Q3	$662K	Buy	+9,278	New	+$701K	0.04%	296
2022 Q2	–	Sell	-2,440	Closed	-$201K	–	592
2022 Q1	$201K	Buy	2,440 +78	+3%	+$6.52K	0.01%	523
2021 Q4	$206K	Sell	2,362 -255	-10%	-$22.1K	0.01%	540
2021 Q3	$229K	Buy	+2,617	New	+$230K	0.02%	489
2021 Q2	–	Sell	-1,741	Closed	-$152K	–	1137
2021 Q1	$152K	Buy	+1,741	New	+$151K	0.01%	546
2020 Q2	–	Sell	-1,452	Closed	-$112K	–	800
2020 Q1	$112K	Sell	1,452 -2,550	-64%	-$215K	0.02%	354
2019 Q4	$352K	Buy	4,002 +2,047	+105%	+$178K	0.04%	216
2019 Q3	$170K	Buy	1,955 +338	+21%	+$29.4K	0.02%	298
2019 Q2	$141K	Buy	1,617 +187	+13%	+$16.1K	0.02%	322
2019 Q1	$124K	Buy	1,430 +5	+0.4%	+$425	0.02%	304
2018 Q4	$116K	Sell	1,425 -790	-36%	-$66.1K	0.02%	282
2018 Q3	$191K	Buy	2,215 +6	+0.3%	+$516	0.04%	229
2018 Q2	$188K	Sell	2,209 -27	-1%	-$2.31K	0.04%	222
2018 Q1	$192K	Buy	2,236 +376	+20%	+$32.5K	0.04%	196
2017 Q4	$162K	Buy	1,860 +20	+1%	+$1.75K	0.04%	199
2017 Q3	$163K	Buy	+1,840	New	+$162K	0.05%	161
2016 Q3	–	Sell	-126	Closed	-$11K	–	105
2016 Q2	$11K	Buy	+126	New	+$10.5K	0.01%	77

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

Wealthcare Advisory Partners's HYG Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 43% in Q2 2026, buying an estimated $594K and bringing the position to 24,532 shares worth $1.96M. The position accounts for 0.04% of the portfolio, ranked #369.

Wealthcare Advisory Partners first reported a position in HYG in Q2 2016 and has held it in 32 quarters since. The position peaked at $2.17M in Q4 2025. 211 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Wealthcare Advisory Partners held 24,532 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.96M as of Q2 2026.
Wealthcare Advisory Partners bought 7,429 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $594K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.04% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #369 holding.
Wealthcare Advisory Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2016 and has held it in 32 quarters since.
Wealthcare Advisory Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.17M in Q4 2025.
211 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.