Wealthspire Advisors (New York)’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Wealthspire Advisors (New York)’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	$789K	Buy	9,872 +3,574	+57%	+$286K	﹤0.01%	620
2026 Q1	$501K	Sell	6,298 -8	-0.1%	-$643	﹤0.01%	567
2025 Q4	$508K	Sell	6,306 -8,626	-58%	-$695K	﹤0.01%	597
2025 Q3	$1.21M	Buy	14,932 +6,020	+68%	+$485K	0.01%	350
2025 Q2	$719K	Sell	8,912 -290	-3%	-$22.8K	﹤0.01%	450
2025 Q1	$726K	Buy	9,202 +4,601	+100%	+$365K	﹤0.01%	445
2024 Q4	$362K	Buy	4,601 +483	+12%	+$38.3K	﹤0.01%	600
2024 Q3	$331K	Buy	+4,118	New	+$324K	﹤0.01%	601
2022 Q2	–	Sell	-2,455	Closed	-$202K	–	505
2022 Q1	$202K	Sell	2,455 -7,631	-76%	-$638K	﹤0.01%	414
2021 Q4	$878K	Sell	10,086 -158	-2%	-$13.7K	0.02%	246
2021 Q3	$896K	Buy	10,244 +216	+2%	+$18.9K	0.02%	267
2021 Q2	$883K	Buy	10,028 +7,227	+258%	+$631K	0.02%	175
2021 Q1	$244K	Buy	2,801 +259	+10%	+$22.5K	0.01%	619
2020 Q4	$222K	Buy	+2,542	New	+$218K	0.01%	523
2020 Q2	–	Sell	-8,861	Closed	-$683K	–	387
2020 Q1	$683K	Buy	+8,861	New	+$749K	0.03%	252
2019 Q1	–	Sell	-5	Closed	–	–	385
2018 Q4	$0	Buy	+5	New	+$419	﹤0.01%	898

Other funds holding HYG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wealthspire Advisors (New York)'s HYG Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 57% in Q2 2026, buying an estimated $286K and bringing the position to 9,872 shares worth $789K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Wealthspire Advisors (New York) first reported a position in HYG in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.21M in Q3 2025. 991 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Wealthspire Advisors (New York) held 9,872 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $789K as of Q2 2026.
Wealthspire Advisors (New York) bought 3,574 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $286K.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #620 holding.
Wealthspire Advisors (New York) first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and has held it in 16 quarters since.
Wealthspire Advisors (New York)'s iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.21M in Q3 2025.
991 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.