Kovitz Investment Group Partners
HYG icon

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
2026
Q1 		$5.65M Sell
71,037
-52,054
-42% -$4.19M 0.13% 125
2025
Q4 		$9.92M Sell
123,091
-6,343
-5% -$511K 0.22% 99
2025
Q3 		$10.5M Sell
129,434
-5,358
-4% -$432K 0.04% 321
2025
Q2 		$10.9M Buy
134,792
+63,152
+88% +$4.98M 0.05% 295
2025
Q1 		$5.65M Sell
71,640
-30,823
-30% -$2.45M 0.03% 386
2024
Q4 		$8.08M Sell
102,463
-67,009
-40% -$5.32M 0.04% 313
2024
Q3 		$13.6M Buy
169,472
+602
+0.4% +$47.4K 0.1% 180
2024
Q2 		$13M Buy
168,870
+166,290
+6,445% +$12.8M 0.11% 132
2024
Q1 		$201K Buy
+2,580
New +$199K ﹤0.01% 637
2022
Q2 		– Sell
-3,455
Closed -$284K – 412
2022
Q1 		$284K Buy
+3,455
New +$289K 0.01% 381
2021
Q4 		– Sell
-2,478
Closed -$217K – 432
2021
Q3 		$217K Buy
+2,478
New +$217K ﹤0.01% 413

Other funds holding HYG

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16.9B 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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.43B AUM 7.79% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return