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

West Wealth Group’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	$371K	Buy	4,636 +1,218	+36%	+$97.4K	0.06%	103
2026 Q1	$272K	Sell	3,418 -195	-5%	-$15.7K	0.05%	106
2025 Q4	$291K	Buy	3,613 +11	+0.3%	+$887	0.06%	93
2025 Q3	$291K	Buy	3,602 +262	+8%	+$21.1K	0.07%	95
2025 Q2	$268K	Buy	3,340 +189	+6%	+$14.9K	0.07%	90
2025 Q1	$248K	Buy	3,151 +131	+4%	+$10.4K	0.07%	85
2024 Q4	$238K	Sell	3,020 -15	-0.5%	-$1.19K	0.07%	80
2024 Q3	$244K	Buy	+3,035	New	+$239K	0.08%	75

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

West Wealth Group's HYG Position: Q2 2026 in Review

West Wealth Group increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 36% in Q2 2026, buying an estimated $97.4K and bringing the position to 4,636 shares worth $371K. The position accounts for 0.06% of the portfolio, ranked #103.

West Wealth Group first reported a position in HYG in Q3 2024 and has held it in 8 quarters since. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

West Wealth Group held 4,636 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $371K as of Q2 2026.
West Wealth Group bought 1,218 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $97.4K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.06% of West Wealth Group's portfolio in Q2 2026, its #103 holding.
West Wealth Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.