Winch Advisory Services’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
$18.2K Buy
227
+3
+1% +$240 ﹤0.01% 273
2026
Q1
$17.8K Buy
224
+3
+1% +$241 ﹤0.01% 254
2025
Q4
$17.9K Buy
221
+4
+2% +$322 ﹤0.01% 250
2025
Q3
$17.6K Buy
217
+3
+1% +$242 ﹤0.01% 250
2025
Q2
$17.3K Buy
214
+3
+1% +$236 ﹤0.01% 244
2025
Q1
$16.6K Buy
211
+2
+1% +$159 ﹤0.01% 237
2024
Q4
$16.4K Buy
+209
New +$16.6K ﹤0.01% 243
2018
Q1
Sell
-580
Closed -$51K 313
2017
Q4
$51K Buy
+580
New +$50.9K 0.03% 99
2015
Q2
Sell
-49
Closed -$4K 312
2015
Q1
$4K Buy
+49
New +$4.43K ﹤0.01% 204

Other funds holding HYG

Winch Advisory Services's HYG Position: Q2 2026 in Review

Winch Advisory Services increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1.3% in Q2 2026, buying an estimated $240 and bringing the position to 227 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Winch Advisory Services first reported a position in HYG in Q1 2015 and has held it in 9 quarters since. The position peaked at $51K in Q4 2017. 983 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Winch Advisory Services held 227 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $18.2K as of Q2 2026.
  • Winch Advisory Services bought 3 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $240.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #273 holding.
  • Winch Advisory Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2015 and has held it in 9 quarters since.
  • Winch Advisory Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $51K in Q4 2017.
  • 983 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.