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West Branch Capital’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

West Branch Capital’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 		$242K Sell
3,025
-200
-6% -$16K 0.06% 76
2026
Q1 		$257K Hold
3,225
– – 0.07% 71
2025
Q4 		$260K Sell
3,225
-937
-23% -$75.5K 0.07% 75
2025
Q3 		$338K Buy
4,162
+120
+3% +$9.67K 0.09% 70
2025
Q2 		$326K Sell
4,042
-936
-19% -$73.7K 0.1% 66
2025
Q1 		$393K Hold
4,978
– – 0.13% 57
2024
Q4 		$392K Buy
4,978
+200
+4% +$15.9K 0.12% 61
2024
Q3 		$384K Sell
4,778
-200
-4% -$15.7K 0.13% 60
2024
Q2 		$384K Hold
4,978
– – 0.14% 63
2024
Q1 		$387K Buy
4,978
+795
+19% +$61.4K 0.16% 62
2023
Q4 		$324K Buy
4,183
+227
+6% +$16.9K 0.15% 54
2023
Q3 		$292K Buy
3,956
+30
+0.8% +$2.24K 0.15% 60
2023
Q2 		$295K Buy
3,926
+115
+3% +$8.58K 0.15% 63
2023
Q1 		$288K Sell
3,811
-125
-3% -$9.36K 0.16% 65
2022
Q4 		$290K Buy
3,936
+237
+6% +$17.5K 0.18% 61
2022
Q3 		$264K Sell
3,699
-225
-6% -$17K 0.16% 69
2022
Q2 		$289K Sell
3,924
-435
-10% -$33.8K 0.17% 68
2022
Q1 		$359K Hold
4,359
– – 0.17% 62
2021
Q4 		$379K Sell
4,359
-825
-16% -$71.6K 0.16% 64
2021
Q3 		$454K Sell
5,184
-345
-6% -$30.3K 0.22% 58
2021
Q2 		$487K Sell
5,529
-145
-3% -$12.7K 0.24% 59
2021
Q1 		$495K Buy
5,674
+871
+18% +$75.8K 0.29% 56
2020
Q4 		$419K Buy
+4,803
New +$411K 0.25% 60
2018
Q4 		– Sell
-2,651
Closed -$229K – 78
2018
Q3 		$229K Buy
2,651
+157
+6% +$13.5K 0.17% 85
2018
Q2 		$212K Sell
2,494
-309
-11% -$26.5K 0.17% 84
2018
Q1 		$240K Buy
+2,803
New +$242K 0.26% 63

Other funds holding HYG

GC
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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
TC
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

West Branch Capital's HYG Position: Q2 2026 in Review

West Branch Capital reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 6.2% in Q2 2026, selling an estimated $16K and leaving 3,025 shares worth $242K. The position accounts for 0.06% of the portfolio, ranked #76.

West Branch Capital first reported a position in HYG in Q1 2018 and has held it in 26 quarters since. The position peaked at $495K in Q1 2021. 243 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • West Branch Capital held 3,025 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $242K as of Q2 2026.
  • West Branch Capital sold 200 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $16K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.06% of West Branch Capital's portfolio in Q2 2026, its #76 holding.
  • West Branch Capital first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2018 and has held it in 26 quarters since.
  • West Branch Capital's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $495K in Q1 2021.
  • 243 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.