Worth Financial Advisory Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Worth Financial Advisory Group’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	$226K	Buy	+2,829	New	+$226K	0.09%	183
2026 Q1	–	Sell	-2,779	Closed	-$224K	–	94
2025 Q4	$224K	Buy	+2,779	New	+$224K	0.11%	169
2025 Q2	–	Sell	-3,080	Closed	-$243K	–	159
2025 Q1	$243K	Buy	3,080 +67	+2%	+$5.32K	0.15%	141
2024 Q4	$237K	Buy	+3,013	New	+$239K	0.15%	138

Other funds holding HYG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JSTA

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Worth Financial Advisory Group's HYG Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2026: 2,829 shares worth $226K. The stake represents 0.09% of the portfolio and ranks #183 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in HYG as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in HYG in Q4 2024 and has held it in 4 quarters since. The position peaked at $243K in Q1 2025. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Worth Financial Advisory Group held 2,829 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $226K as of Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF was a new Worth Financial Advisory Group position in Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.09% of Worth Financial Advisory Group's portfolio in Q2 2026, its #183 holding.
Worth Financial Advisory Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2024 and has held it in 4 quarters since.
Worth Financial Advisory Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $243K in Q1 2025.
984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.