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Wilkerson Advisory Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Wilkerson Advisory 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 		$9.36K Hold
117
– – ﹤0.01% 433
2026
Q1 		$9.31K Hold
117
– – ﹤0.01% 419
2025
Q4 		$9.43K Buy
+117
New +$9.43K ﹤0.01% 341

Other funds holding HYG

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Wilkerson Advisory Group's HYG Position: Q2 2026 in Review

Wilkerson Advisory Group held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q2 2026 at 117 shares worth $9.36K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Wilkerson Advisory Group first reported a position in HYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.43K in Q4 2025. 364 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Wilkerson Advisory Group held 117 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $9.36K as of Q2 2026.
  • Wilkerson Advisory Group left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #433 holding.
  • Wilkerson Advisory Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $9.43K in Q4 2025.
  • 364 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.