Avory & Company’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Avory & Company’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	$215K	Buy	2,687 +1	+0%	+$80	0.27%	28
2026 Q1	$214K	Sell	2,686 -861	-24%	-$69.3K	0.28%	30
2025 Q4	$286K	Sell	3,547 -498	-12%	-$40.1K	0.18%	32
2025 Q3	$328K	Buy	4,045 +1	+0%	+$81	0.2%	24
2025 Q2	$326K	Sell	4,044 -3,002	-43%	-$237K	0.2%	24
2025 Q1	$556K	Sell	7,046 -2,523	-26%	-$200K	0.37%	16
2024 Q4	$753K	Buy	9,569 +685	+8%	+$54.4K	0.42%	14
2024 Q3	$713K	Sell	8,884 -2,382	-21%	-$187K	0.43%	15
2024 Q2	$869K	Sell	11,266 -1,683	-13%	-$129K	0.61%	14
2024 Q1	$1.01M	Hold	12,949	–	–	0.69%	13
2023 Q4	$1M	Sell	12,949 -177	-1%	-$13.2K	0.7%	12
2023 Q3	$968K	Sell	13,126 -2,219	-14%	-$166K	0.82%	12
2023 Q2	$1.15M	Sell	15,345 -2,268	-13%	-$169K	0.88%	13
2023 Q1	$1.33M	Buy	17,613 +11,377	+182%	+$852K	0.92%	14
2022 Q4	$459K	Buy	+6,236	New	+$460K	0.37%	19

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

Avory & Company's HYG Position: Q2 2026 in Review

Avory & Company increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.04% in Q2 2026, buying an estimated $80 and bringing the position to 2,687 shares worth $215K. The position accounts for 0.27% of the portfolio, ranked #28.

Avory & Company first reported a position in HYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.33M in Q1 2023. 983 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Avory & Company held 2,687 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $215K as of Q2 2026.
Avory & Company bought 1 iShares iBoxx $ High Yield Corporate Bond ETF share in Q2 2026, an estimated $80.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.27% of Avory & Company's portfolio in Q2 2026, its #28 holding.
Avory & Company first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Avory & Company's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.33M in Q1 2023.
983 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Avory & Company's 13F filing for Q2 2026, filed 23 Jul 2026.