CV Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

CV Advisors’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	$625K	Hold	7,821	–	–	0.12%	75
2026 Q1	$622K	Hold	7,821	–	–	0.17%	29
2025 Q4	$631K	Hold	7,821	–	–	0.16%	29
2025 Q3	$635K	Hold	7,821	–	–	0.18%	29
2025 Q2	$631K	Hold	7,821	–	–	0.19%	24
2025 Q1	$617K	Hold	7,821	–	–	0.22%	22
2024 Q4	$615K	Buy	+7,821	New	+$621K	0.21%	21
2022 Q4	–	Sell	-9,456	Closed	-$675K	–	22
2022 Q3	$675K	Buy	+9,456	New	+$715K	0.66%	14
2022 Q2	–	Sell	-16,875	Closed	-$1.39M	–	25
2022 Q1	$1.39M	Buy	16,875 +1,019	+6%	+$85.2K	0.98%	14
2021 Q4	$1.38M	Buy	+15,856	New	+$1.38M	0.79%	20

Other funds holding HYG

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CV Advisors's HYG Position: Q2 2026 in Review

CV Advisors held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q2 2026 at 7,821 shares worth $625K. The position accounts for 0.12% of the portfolio, ranked #75.

CV Advisors first reported a position in HYG in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.39M in Q1 2022. 204 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

CV Advisors held 7,821 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $625K as of Q2 2026.
CV Advisors left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.12% of CV Advisors's portfolio in Q2 2026, its #75 holding.
CV Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and has held it in 10 quarters since.
CV Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.39M in Q1 2022.
204 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on CV Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.