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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$27.3M Buy
341,905
+20,050
+6% +$1.6M 0.31% 55
2026
Q1
$25.6M Hold
321,855
0.31% 58
2025
Q4
$26M Buy
321,855
+28,155
+10% +$2.27M 0.29% 59
2025
Q3
$23.8M Buy
293,700
+7,200
+3% +$580K 0.27% 66
2025
Q2
$23.1M Buy
286,500
+6,100
+2% +$481K 0.28% 64
2025
Q1
$22.1M Hold
280,400
0.28% 63
2024
Q4
$22.1M Buy
280,400
+35,125
+14% +$2.79M 0.27% 65
2024
Q3
$19.7M Buy
245,275
+16,000
+7% +$1.26M 0.23% 74
2024
Q2
$17.7M Buy
229,275
+4,450
+2% +$342K 0.22% 79
2024
Q1
$17.5M Sell
224,825
-7,250
-3% -$560K 0.22% 78
2023
Q4
$18M Buy
232,075
+20,500
+10% +$1.53M 0.25% 75
2023
Q3
$15.6M Buy
+211,575
New +$15.8M 0.24% 77

Other funds holding HYG

Williams Jones Wealth Management's HYG Position: Q2 2026 in Review

Williams Jones Wealth Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 6.2% in Q2 2026, buying an estimated $1.6M and bringing the position to 341,905 shares worth $27.3M. The position accounts for 0.31% of the portfolio, ranked #55.

Williams Jones Wealth Management first reported a position in HYG in Q3 2023 and has held it in 12 quarters since. 991 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Williams Jones Wealth Management held 341,905 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $27.3M as of Q2 2026.
  • Williams Jones Wealth Management bought 20,050 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.6M.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.31% of Williams Jones Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Williams Jones Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 991 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.