Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Kovitz Investment Group Partners’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
2025
Q2 		$10.9M Buy
2025
Q1 		$5.65M Sell
2024
Q4 		$8.08M Sell
2024
Q3 		$13.6M Buy
2024
Q2 		$13M Buy
2024
Q1 		$201K Buy
2022
Q2 		– Sell
2022
Q1 		$284K Buy
2021
Q4 		– Sell
2021
Q3 		$217K Buy