Harvest Investment Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Harvest Investment Services’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 Q1	$243K	Buy	+3,057	New	+$246K	0.04%	298
2025 Q3	–	Sell	-4,937	Closed	-$398K	–	350
2025 Q2	$398K	Buy	4,937 +1,671	+51%	+$132K	0.09%	214
2025 Q1	$258K	Buy	+3,266	New	+$259K	0.07%	222

Other funds holding HYG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Harvest Investment Services's HYG Position: Q1 2026 in Review

Harvest Investment Services opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2026: 3,057 shares worth $243K. The stake represents 0.04% of the portfolio and ranks #298 among its holdings. This is a return to the name: Harvest Investment Services previously reported a position in HYG as recently as Q2 2025.

Harvest Investment Services first reported a position in HYG in Q1 2025 and has held it in 3 quarters since. The position peaked at $398K in Q2 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Harvest Investment Services held 3,057 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $243K as of Q1 2026.
iShares iBoxx $ High Yield Corporate Bond ETF was a new Harvest Investment Services position in Q1 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.04% of Harvest Investment Services's portfolio in Q1 2026, its #298 holding.
Harvest Investment Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2025 and has held it in 3 quarters since.
Harvest Investment Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $398K in Q2 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.