WinCap Financial’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

WinCap Financial’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	$563K	Sell	7,038 -1,051	-13%	-$84.1K	0.3%	64
2026 Q1	$644K	Sell	8,089 -538	-6%	-$43.3K	0.43%	60
2025 Q4	$696K	Buy	8,627 +683	+9%	+$55.1K	0.48%	55
2025 Q3	$645K	Buy	+7,944	New	+$640K	0.45%	56

Other funds holding HYG

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

WinCap Financial's HYG Position: Q2 2026 in Review

WinCap Financial reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 13% in Q2 2026, selling an estimated $84.1K and leaving 7,038 shares worth $563K. The position accounts for 0.3% of the portfolio, ranked #64.

WinCap Financial first reported a position in HYG in Q3 2025 and has held it in 4 quarters since. The position peaked at $696K in Q4 2025. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

WinCap Financial held 7,038 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $563K as of Q2 2026.
WinCap Financial sold 1,051 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $84.1K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.3% of WinCap Financial's portfolio in Q2 2026, its #64 holding.
WinCap Financial first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
WinCap Financial's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $696K in Q4 2025.
262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on WinCap Financial's 13F filing for Q2 2026, filed 9 Jul 2026.