Woodward Diversified Capital’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Woodward Diversified Capital’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	$663K	Sell	8,291 -155	-2%	-$12.4K	0.29%	83
2026 Q1	$681K	Hold	8,446	–	–	0.31%	81
2025 Q4	$681K	Sell	8,446 -4,314	-34%	-$348K	0.31%	80
2025 Q3	$1.04M	Hold	12,760	–	–	0.48%	55
2025 Q2	$1.03M	Sell	12,760 -516	-4%	-$40.7K	0.52%	49
2025 Q1	$1.05M	Sell	13,276 -579	-4%	-$46K	0.74%	29
2024 Q4	$1.09M	Buy	+13,855	New	+$1.1M	0.8%	27

Other funds holding HYG

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 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

Woodward Diversified Capital's HYG Position: Q2 2026 in Review

Woodward Diversified Capital reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1.8% in Q2 2026, selling an estimated $12.4K and leaving 8,291 shares worth $663K. The position accounts for 0.29% of the portfolio, ranked #83.

Woodward Diversified Capital first reported a position in HYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q4 2024. 403 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Woodward Diversified Capital held 8,291 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $663K as of Q2 2026.
Woodward Diversified Capital sold 155 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $12.4K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.29% of Woodward Diversified Capital's portfolio in Q2 2026, its #83 holding.
Woodward Diversified Capital first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Woodward Diversified Capital's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.09M in Q4 2024.
403 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.