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 Q2	$4.03M	Sell	50,424 -20,613	-29%	-$1.65M	0.09%	147
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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 Paris, France $289B AUM 60.46% 1-Year Est. Return

Kovitz Investment Group Partners's HYG Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 29% in Q2 2026, selling an estimated $1.65M and leaving 50,424 shares worth $4.03M. The position accounts for 0.09% of the portfolio, ranked #147.

Kovitz Investment Group Partners first reported a position in HYG in Q3 2021 and has held it in 12 quarters since. The position peaked at $13.6M in Q3 2024. 991 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Kovitz Investment Group Partners held 50,424 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $4.03M as of Q2 2026.
Kovitz Investment Group Partners sold 20,613 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.65M.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.09% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #147 holding.
Kovitz Investment Group Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2021 and has held it in 12 quarters since.
Kovitz Investment Group Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $13.6M in Q3 2024.
991 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.