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

Invested 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 		– Sell
-3,294
Closed -$262K – 157
2026
Q1 		$262K Hold
3,294
– – 0.26% 104
2025
Q4 		$266K Sell
3,294
-341
-9% -$27.5K 0.28% 100
2025
Q3 		$287K Buy
+3,635
New +$293K 0.42% 70

Other funds holding HYG

JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Invested Advisors's HYG Position: Q2 2026 in Review

Invested Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2026, closing a stake of 3,294 shares — an estimated $262K sold.

Invested Advisors first reported a position in HYG in Q3 2025 and held it in 3 quarters. The position peaked at $287K in Q3 2025. 506 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Invested Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Invested Advisors sold 3,294 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $262K.
  • Invested Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2025 and held it in 3 quarters.
  • Invested Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $287K in Q3 2025.
  • 506 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.