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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.04M Sell
88,071
-11,353
-11% -$908K 0.01% 766
2026
Q1
$7.9M Buy
99,424
+554
+0.6% +$44.6K 0.01% 701
2025
Q4
$7.97M Sell
98,870
-776
-0.8% -$62.5K 0.01% 620
2025
Q3
$8.09M Sell
99,646
-20,307
-17% -$1.64M 0.01% 569
2025
Q2
$9.67M Buy
119,953
+12,561
+12% +$990K 0.01% 535
2025
Q1
$8.47M Buy
107,392
+263
+0.2% +$20.9K 0.01% 553
2024
Q4
$8.03M Buy
107,129
+1,983
+2% +$157K 0.01% 570
2024
Q3
$8.44M Sell
105,146
-954
-0.9% -$75K 0.01% 605
2024
Q2
$8.18M Sell
106,100
-6,627
-6% -$510K 0.01% 572
2024
Q1
$8.76M Sell
112,727
-9,383
-8% -$725K 0.02% 565
2023
Q4
$9.45M Sell
122,110
-16,176
-12% -$1.21M 0.02% 535
2023
Q3
$10.2M Sell
138,286
-9,440
-6% -$705K 0.02% 475
2023
Q2
$11.1M Buy
147,726
+141,196
+2,162% +$10.5M 0.03% 458
2023
Q1
$493K Buy
6,530
+2,191
+50% +$164K ﹤0.01% 1389
2022
Q4
$320K Buy
+4,339
New +$320K ﹤0.01% 1314

Other funds holding HYG

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

Corient Private Wealth reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 11% in Q2 2026, selling an estimated $908K and leaving 88,071 shares worth $7.04M. The position accounts for 0.01% of the portfolio, ranked #766.

Corient Private Wealth first reported a position in HYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.1M in Q2 2023. 990 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Corient Private Wealth held 88,071 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $7.04M as of Q2 2026.
  • Corient Private Wealth sold 11,353 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $908K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #766 holding.
  • Corient Private Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $11.1M in Q2 2023.
  • 990 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.