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Invictus Private Wealth’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Invictus Private Wealth’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 		$3.66M Buy
45,805
+6,924
+18% +$554K 0.2% 30
2026
Q1 		$3.09M Sell
38,881
-86
-0.2% -$6.92K 0.19% 30
2025
Q4 		$3.14M Sell
38,967
-2,603
-6% -$210K 0.19% 27
2025
Q3 		$3.38M Buy
41,570
+1,848
+5% +$149K 0.21% 31
2025
Q2 		$3.2M Buy
39,722
+7,689
+24% +$606K 0.22% 30
2025
Q1 		$2.53M Sell
32,033
-764
-2% -$60.6K 0.2% 30
2024
Q4 		$2.58M Sell
32,797
-3,979
-11% -$316K 0.2% 28
2024
Q3 		$2.95M Sell
36,776
-274
-0.7% -$21.6K 0.23% 27
2024
Q2 		$2.86M Buy
37,050
+104
+0.3% +$8K 0.24% 27
2024
Q1 		$2.87M Sell
36,946
-2,594
-7% -$200K 0.26% 27
2023
Q4 		$3.06M Sell
39,540
-1,038
-3% -$77.4K 0.3% 28
2023
Q3 		$2.99M Buy
40,578
+3,279
+9% +$245K 0.33% 29
2023
Q2 		$2.8M Sell
37,299
-6,964
-16% -$520K 0.3% 28
2023
Q1 		$3.34M Sell
44,263
-2,616
-6% -$196K 0.39% 29
2022
Q4 		$3.45M Buy
+46,879
New +$3.46M 0.44% 26

Other funds holding HYG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Invictus Private Wealth's HYG Position: Q2 2026 in Review

Invictus Private Wealth increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 18% in Q2 2026, buying an estimated $554K and bringing the position to 45,805 shares worth $3.66M. The position accounts for 0.2% of the portfolio, ranked #30.

Invictus Private Wealth first reported a position in HYG in Q4 2022 and has held it in 15 quarters since. 990 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Invictus Private Wealth held 45,805 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.66M as of Q2 2026.
  • Invictus Private Wealth bought 6,924 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $554K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.2% of Invictus Private Wealth's portfolio in Q2 2026, its #30 holding.
  • Invictus Private Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.