DJYG
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
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

GC
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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
APU
Acasta Partners UK London $189M AUM

David J. Yvars Group's HYG Position: Q2 2026 in Review

David J. Yvars Group reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 2.8% in Q2 2026, selling an estimated $84K and leaving 36,873 shares worth $2.95M. The position accounts for 1.39% of the portfolio, ranked #15.

David J. Yvars Group first reported a position in HYG in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.06M in Q4 2021. 140 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • David J. Yvars Group held 36,873 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $2.95M as of Q2 2026.
  • David J. Yvars Group sold 1,050 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $84K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 1.39% of David J. Yvars Group's portfolio in Q2 2026, its #15 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 23 quarters since.
  • David J. Yvars Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.06M in Q4 2021.
  • 140 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.