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Joseph P. Lucia & Associates’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Joseph P. Lucia & Associates’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 		$1.13M Buy
14,086
+58
+0.4% +$4.64K 0.34% 62
2026
Q1 		$1.12M Sell
14,028
-197
-1% -$15.8K 0.4% 59
2025
Q4 		$1.15M Buy
14,225
+403
+3% +$32.5K 0.41% 61
2025
Q3 		$1.12M Sell
13,822
-108
-0.8% -$8.7K 0.42% 67
2025
Q2 		$1.12M Sell
13,930
-303
-2% -$23.9K 0.46% 62
2025
Q1 		$1.12M Sell
14,233
-75
-0.5% -$5.95K 0.51% 55
2024
Q4 		$1.13M Sell
14,308
-168
-1% -$13.3K 0.5% 55
2024
Q3 		$1.16M Buy
14,476
+5,777
+66% +$454K 0.54% 52
2024
Q2 		$671K Buy
8,699
+204
+2% +$15.7K 0.34% 69
2024
Q1 		$660K Buy
8,495
+3,180
+60% +$246K 0.35% 67
2023
Q4 		$411K Buy
+5,315
New +$396K 0.26% 75
2022
Q3 		– Sell
-1,354
Closed -$100K – 241
2022
Q2 		$100K Sell
1,354
-720
-35% -$56K 0.07% 141
2022
Q1 		$171K Sell
2,074
-720
-26% -$60.2K 0.1% 128
2021
Q4 		$243K Sell
2,794
-120
-4% -$10.4K 0.15% 111
2021
Q3 		$255K Sell
2,914
-330
-10% -$28.9K 0.15% 113
2021
Q2 		$286K Hold
3,244
– – 0.17% 107
2021
Q1 		$283K Sell
3,244
-35
-1% -$3.04K 0.13% 101
2020
Q4 		$286K Hold
3,279
– – 0.2% 92
2020
Q3 		$275K Buy
3,279
+1,205
+58% +$101K 0.26% 79
2020
Q2 		$169K Buy
2,074
+100
+5% +$8.06K 0.15% 95
2020
Q1 		$152K Sell
1,974
-98
-5% -$8.28K 0.17% 90
2019
Q4 		$182K Buy
2,072
+345
+20% +$30K 0.17% 101
2019
Q3 		$151K Buy
1,727
+165
+11% +$14.3K 0.16% 101
2019
Q2 		$136K Buy
1,562
+305
+24% +$26.3K 0.14% 105
2019
Q1 		$109K Buy
+1,257
New +$107K 0.19% 78

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

Joseph P. Lucia & Associates's HYG Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.41% in Q2 2026, buying an estimated $4.64K and bringing the position to 14,086 shares worth $1.13M. The position accounts for 0.34% of the portfolio, ranked #62.

Joseph P. Lucia & Associates first reported a position in HYG in Q1 2019 and has held it in 25 quarters since. The position peaked at $1.16M in Q3 2024. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Joseph P. Lucia & Associates held 14,086 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.13M as of Q2 2026.
  • Joseph P. Lucia & Associates bought 58 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $4.64K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.34% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #62 holding.
  • Joseph P. Lucia & Associates first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2019 and has held it in 25 quarters since.
  • Joseph P. Lucia & Associates's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.16M in Q3 2024.
  • 984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.