Wealthstar Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Wealthstar Advisors’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	$7.61M	Sell	95,173 -3,572	-4%	-$286K	2.22%	6
2026 Q1	$7.86M	Sell	98,745 -151	-0.2%	-$12.1K	3.68%	5
2025 Q4	$7.97M	Sell	98,896 -3,069	-3%	-$247K	3.51%	5
2025 Q3	$8.28M	Sell	101,965 -2,047	-2%	-$165K	3.27%	3
2025 Q2	$8.39M	Sell	104,012 -6,180	-6%	-$487K	3.16%	3
2025 Q1	$8.69M	Sell	110,192 -71,389	-39%	-$5.67M	3.98%	3
2024 Q4	$14.3M	Buy	+181,581	New	+$14.4M	6.2%	3
2024 Q2	–	Sell	-310,913	Closed	-$24.2M	–	69
2024 Q1	$24.2M	Sell	310,913 -5,384	-2%	-$416K	8.41%	3
2023 Q4	$24.5M	Sell	316,297 -10,431	-3%	-$778K	3.91%	4
2023 Q3	$24.1M	Sell	326,728 -3,913	-1%	-$292K	9.26%	4
2023 Q2	$24.8M	Buy	330,641 +136	+0%	+$10.1K	10.43%	3
2023 Q1	$25M	Buy	330,505 +5,936	+2%	+$445K	9.47%	4
2022 Q4	$23.9M	Sell	324,569 -372	-0.1%	-$27.4K	10.87%	3
2022 Q3	$23.1M	Buy	324,941 +12,276	+4%	+$928K	11.02%	3
2022 Q2	$23M	Buy	312,665 +13,555	+5%	+$1.05M	8.87%	4
2022 Q1	$25.2M	Buy	299,110 +5,395	+2%	+$451K	9.33%	3
2021 Q4	$25.5M	Sell	293,715 -10,378	-3%	-$900K	8.76%	3
2021 Q3	$26.6M	Sell	304,093 -5,864	-2%	-$514K	8.04%	4
2021 Q2	$27.3M	Buy	+309,957	New	+$27.1M	8.56%	4
2020 Q1	$18.7M	Sell	242,478 -10,203	-4%	-$862K	13.14%	3
2019 Q4	$22.2M	Sell	252,681 -2,789	-1%	-$243K	13.69%	3
2019 Q3	$22.3M	Buy	255,470 +8,881	+4%	+$771K	12.41%	3
2019 Q2	$21.5M	Buy	246,589 +6,245	+3%	+$539K	12.57%	3
2019 Q1	$20.8M	Buy	240,344 +3,251	+1%	+$276K	12.75%	3
2018 Q4	$19.2M	Buy	237,093 +1,849	+0.8%	+$155K	14.36%	2
2018 Q3	$20.3M	Buy	235,244 +4,681	+2%	+$402K	11.97%	3
2018 Q2	$19.9M	Buy	230,563 +3,927	+2%	+$336K	6.06%	3
2018 Q1	$19.4M	Buy	+226,636	New	+$19.6M	5.8%	3

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

Wealthstar Advisors's HYG Position: Q2 2026 in Review

Wealthstar Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 3.6% in Q2 2026, selling an estimated $286K and leaving 95,173 shares worth $7.61M. The position accounts for 2.22% of the portfolio, ranked #6.

Wealthstar Advisors first reported a position in HYG in Q1 2018 and has held it in 28 quarters since. The position peaked at $27.3M in Q2 2021. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Wealthstar Advisors held 95,173 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $7.61M as of Q2 2026.
Wealthstar Advisors sold 3,572 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $286K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 2.22% of Wealthstar Advisors's portfolio in Q2 2026, its #6 holding.
Wealthstar Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2018 and has held it in 28 quarters since.
Wealthstar Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $27.3M in Q2 2021.
984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.