David J. Yvars Group
HYG icon

David J. Yvars Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

David J. Yvars 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
Q3 		$3.08M Buy
39,887
+3,014
+8% +$239K 1.42% 14
2026
Q2 		$2.95M Sell
36,873
-1,050
-3% -$84K 1.39% 15
2026
Q1 		$3.02M Buy
37,923
+871
+2% +$70.1K 1.69% 13
2025
Q4 		$2.99M Buy
37,052
+3,400
+10% +$274K 1.59% 13
2025
Q3 		$2.73M Buy
33,652
+2,912
+9% +$235K 1.46% 16
2025
Q2 		$2.48M Buy
30,740
+6,813
+28% +$537K 1.45% 16
2025
Q1 		$1.89M Buy
23,927
+188
+0.8% +$14.9K 1.49% 15
2024
Q4 		$1.87M Sell
23,739
-1,573
-6% -$125K 1.14% 19
2024
Q3 		$2.03M Buy
25,312
+71
+0.3% +$5.58K 1.26% 20
2024
Q2 		$1.95M Buy
25,241
+140
+0.6% +$10.8K 1.22% 20
2024
Q1 		$1.95M Buy
25,101
+1,269
+5% +$98.1K 1.32% 19
2023
Q4 		$1.84M Sell
23,832
-1,777
-7% -$132K 1.48% 17
2023
Q3 		$1.89M Buy
25,609
+1,353
+6% +$101K 1.58% 18
2023
Q2 		$1.82M Sell
24,256
-862
-3% -$64.3K 1.5% 18
2023
Q1 		$1.9M Buy
25,118
+1,946
+8% +$146K 1.71% 18
2022
Q4 		$1.71M Sell
23,172
-2,494
-10% -$184K 2.14% 12
2022
Q3 		$1.83M Sell
25,666
-1,521
-6% -$115K 2.04% 14
2022
Q2 		$2.01M Sell
27,187
-8,554
-24% -$665K 2.74% 8
2022
Q1 		$2.94M Buy
35,741
+518
+1% +$43.3K 2.05% 18
2021
Q4 		$3.06M Buy
35,223
+2,163
+7% +$188K 1.89% 15
2021
Q3 		$2.89M Buy
33,060
+2,297
+7% +$201K 1.69% 15
2021
Q2 		$2.71M Buy
30,763
+4,722
+18% +$412K 1.52% 17
2021
Q1 		$2.27M Buy
26,041
+1,483
+6% +$129K 1.45% 18
2020
Q4 		$2.14M Buy
+24,558
New +$2.1M 1.45% 17

Other funds holding HYG

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PartnerRe Asset Management
PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

David J. Yvars Group's HYG Position: Q3 2026 in Review

David J. Yvars Group increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 8.2% in Q3 2026, buying an estimated $239K and bringing the position to 39,887 shares worth $3.08M. The position accounts for 1.42% of the portfolio, ranked #14.

David J. Yvars Group first reported a position in HYG in Q4 2020 and has held it in 24 quarters since. 523 funds tracked by Wall St. Rank hold HYG as of Q3 2026.

  • David J. Yvars Group held 39,887 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.08M as of Q3 2026.
  • David J. Yvars Group bought 3,014 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2026, an estimated $239K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 1.42% of David J. Yvars Group's portfolio in Q3 2026, its #14 holding.
  • David J. Yvars Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • 523 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.