Aventura Private Wealth’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Aventura Private Wealth’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	$80	Hold	1	–	–	﹤0.01%	972
2026 Q1	$80	Hold	1	–	–	﹤0.01%	890
2025 Q4	$81	Hold	1	–	–	﹤0.01%	847
2025 Q3	$81	Hold	1	–	–	﹤0.01%	797
2025 Q2	$81	Hold	1	–	–	﹤0.01%	772
2025 Q1	$79	Hold	1	–	–	﹤0.01%	769
2024 Q4	$79	Buy	+1	New	+$79	﹤0.01%	744

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

Aventura Private Wealth's HYG Position: Q2 2026 in Review

Aventura Private Wealth held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q2 2026 at 1 share worth $80. The position accounts for ﹤0.01% of the portfolio, ranked #972.

Aventura Private Wealth first reported a position in HYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $81 in Q4 2025. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Aventura Private Wealth held 1 share of iShares iBoxx $ High Yield Corporate Bond ETF worth $80 as of Q2 2026.
Aventura Private Wealth left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #972 holding.
Aventura Private Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $81 in Q4 2025.
984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.