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

WMG Financial Advisors’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	–	Sell	-2,605	Closed	-$207K	–	112
2026 Q1	$207K	Sell	2,605 -2,891	-53%	-$233K	0.09%	92
2025 Q4	$443K	Hold	5,496	–	–	0.18%	65
2025 Q3	$446K	Hold	5,496	–	–	0.15%	100
2025 Q2	$443K	Hold	5,496	–	–	0.16%	92
2025 Q1	$434K	Buy	5,496 +2,200	+67%	+$175K	0.18%	82
2024 Q4	$259K	Buy	3,296 +74	+2%	+$5.88K	0.11%	131
2024 Q3	$259K	Sell	3,222 -9	-0.3%	-$708	0.12%	135
2024 Q2	$249K	Buy	+3,231	New	+$248K	0.13%	125

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

WMG Financial Advisors's HYG Position: Q2 2026 in Review

WMG Financial Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2026, closing a stake of 2,605 shares — an estimated $207K sold.

WMG Financial Advisors first reported a position in HYG in Q2 2024 and held it in 8 quarters. The position peaked at $446K in Q3 2025. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

WMG Financial Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
WMG Financial Advisors sold 2,605 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $207K.
WMG Financial Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2024 and held it in 8 quarters.
WMG Financial Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $446K in Q3 2025.
262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.