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White Lighthouse Investment Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

White Lighthouse Investment 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 		$1.2M Buy
14,952
+1,833
+14% +$147K 0.15% 74
2026
Q1 		$1.04M Buy
13,119
+6,825
+108% +$549K 0.14% 75
2025
Q4 		$507K Buy
6,294
+2,088
+50% +$168K 0.07% 103
2025
Q3 		$341K Buy
4,206
+138
+3% +$11.1K 0.05% 111
2025
Q2 		$328K Sell
4,068
-183
-4% -$14.4K 0.05% 108
2025
Q1 		$335K Buy
4,251
+178
+4% +$14.1K 0.06% 107
2024
Q4 		$320K Buy
4,073
+1,094
+37% +$86.8K 0.06% 112
2024
Q3 		$239K Buy
+2,979
New +$234K 0.04% 121
2020
Q3 		– Sell
-4,363
Closed -$356K – 113
2020
Q2 		$356K Sell
4,363
-2,447
-36% -$197K 0.13% 87
2020
Q1 		$525K Buy
6,810
+1,040
+18% +$87.9K 0.22% 71
2019
Q4 		$507K Buy
5,770
+1,199
+26% +$104K 0.19% 79
2019
Q3 		$398K Buy
4,571
+676
+17% +$58.7K 0.16% 89
2019
Q2 		$340K Buy
+3,895
New +$336K 0.14% 92

Other funds holding HYG

Morgan Stanley
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
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
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

White Lighthouse Investment Management's HYG Position: Q2 2026 in Review

White Lighthouse Investment Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 14% in Q2 2026, buying an estimated $147K and bringing the position to 14,952 shares worth $1.2M. The position accounts for 0.15% of the portfolio, ranked #74.

White Lighthouse Investment Management first reported a position in HYG in Q2 2019 and has held it in 13 quarters since. 991 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • White Lighthouse Investment Management held 14,952 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.2M as of Q2 2026.
  • White Lighthouse Investment Management bought 1,833 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $147K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.15% of White Lighthouse Investment Management's portfolio in Q2 2026, its #74 holding.
  • White Lighthouse Investment Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2019 and has held it in 13 quarters since.
  • 991 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.