Western Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Western Wealth Management’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	$1.52M	Sell	18,996 -175	-0.9%	-$14K	0.05%	365
2026 Q1	$1.53M	Buy	19,171 +16,198	+545%	+$1.3M	0.06%	331
2025 Q4	$240K	Buy	+2,973	New	+$240K	0.01%	740
2025 Q3	–	Sell	-2,532	Closed	-$204K	–	777
2025 Q2	$204K	Buy	+2,532	New	+$199K	0.01%	693
2022 Q4	–	Sell	-2,945	Closed	-$211K	–	686
2022 Q3	$211K	Sell	2,945 -149	-5%	-$11.3K	0.01%	731
2022 Q2	$228K	Sell	3,094 -984	-24%	-$76.5K	0.01%	698
2022 Q1	$335K	Buy	4,078 +1,723	+73%	+$144K	0.02%	639
2021 Q4	$204K	Buy	+2,355	New	+$204K	0.02%	579
2021 Q2	$390K	Sell	4,439 -633	-12%	-$55.3K	0.04%	422
2021 Q1	$442K	Buy	5,072 +2,223	+78%	+$193K	0.06%	311
2020 Q4	$249K	Buy	2,849 +34	+1%	+$2.91K	0.04%	393
2020 Q3	$236K	Sell	2,815 -307	-10%	-$25.8K	0.04%	379
2020 Q2	$255K	Sell	3,122 -436	-12%	-$35.1K	0.05%	342
2020 Q1	$272K	Buy	+3,558	New	+$301K	0.06%	283
2019 Q4	–	Sell	-2,878	Closed	-$250K	–	411
2019 Q3	$250K	Sell	2,878 -231	-7%	-$20.1K	0.05%	329
2019 Q2	$271K	Buy	3,109 +97	+3%	+$8.37K	0.04%	322
2019 Q1	$261K	Sell	3,012 -112	-4%	-$9.51K	0.06%	313
2018 Q4	$253K	Buy	+3,124	New	+$262K	0.07%	281

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

Western Wealth Management's HYG Position: Q2 2026 in Review

Western Wealth Management reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.91% in Q2 2026, selling an estimated $14K and leaving 18,996 shares worth $1.52M. The position accounts for 0.05% of the portfolio, ranked #365.

Western Wealth Management first reported a position in HYG in Q4 2018 and has held it in 18 quarters since. The position peaked at $1.53M in Q1 2026. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Western Wealth Management held 18,996 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.52M as of Q2 2026.
Western Wealth Management sold 175 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $14K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.05% of Western Wealth Management's portfolio in Q2 2026, its #365 holding.
Western Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and has held it in 18 quarters since.
Western Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.53M in Q1 2026.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.