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LVZ Inc’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

LVZ Inc’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 		$1.32M Buy
+16,469
New +$1.32M 0.13% 58
2026
Q1 		– Sell
-21,451
Closed -$1.73M – 170
2025
Q4 		$1.73M Sell
21,451
-8,289
-28% -$668K 0.19% 37
2025
Q3 		$2.41M Sell
29,740
-794
-3% -$64K 0.27% 30
2025
Q2 		$2.46M Sell
30,534
-289
-0.9% -$22.8K 0.3% 27
2025
Q1 		$2.43M Sell
30,823
-264
-0.8% -$21K 0.32% 25
2024
Q4 		$2.45M Sell
31,087
-2,777
-8% -$220K 0.31% 26
2024
Q3 		$2.72M Sell
33,864
-2,429
-7% -$191K 0.35% 24
2024
Q2 		$2.8M Sell
36,293
-613
-2% -$47.1K 0.38% 18
2024
Q1 		$2.87M Sell
36,906
-3,820
-9% -$295K 0.39% 19
2023
Q4 		$3.15M Buy
40,726
+23,371
+135% +$1.74M 0.45% 18
2023
Q3 		$1.28M Sell
17,355
-48,942
-74% -$3.65M 0.21% 31
2023
Q2 		$4.98M Buy
66,297
+265
+0.4% +$19.8K 0.69% 12
2023
Q1 		$4.99M Buy
66,032
+38,907
+143% +$2.91M 0.73% 12
2022
Q4 		$2M Buy
27,125
+5,242
+24% +$386K 0.31% 27
2022
Q3 		$1.56M Buy
21,883
+2,975
+16% +$225K 0.27% 27
2022
Q2 		$1.39M Buy
18,908
+414
+2% +$32.2K 0.23% 28
2022
Q1 		$1.52M Sell
18,494
-44,117
-70% -$3.69M 0.21% 34
2021
Q4 		$5.45M Buy
62,611
+44,867
+253% +$3.89M 0.73% 16
2021
Q3 		$1.55M Sell
17,744
-41,680
-70% -$3.66M 0.22% 34
2021
Q2 		$5.23M Buy
59,424
+42,647
+254% +$3.72M 0.77% 12
2021
Q1 		$1.46M Sell
16,777
-29,315
-64% -$2.55M 0.23% 35
2020
Q4 		$4.02M Buy
46,092
+34,160
+286% +$2.92M 0.67% 12
2020
Q3 		$1M Sell
11,932
-23,580
-66% -$1.98M 0.21% 34
2020
Q2 		$2.9M Buy
35,512
+23,626
+199% +$1.9M 0.65% 12
2020
Q1 		$916K Sell
11,886
-290
-2% -$24.5K 0.22% 28
2019
Q4 		$1.07M Sell
12,176
-15,863
-57% -$1.38M 0.21% 38
2019
Q3 		$2.44M Buy
28,039
+1,189
+4% +$103K 0.53% 14
2019
Q2 		$2.34M Buy
26,850
+4,565
+20% +$394K 0.53% 16
2019
Q1 		$1.93M Buy
22,285
+16,762
+303% +$1.42M 0.45% 16
2018
Q4 		$448K Buy
5,523
+37
+0.7% +$3.1K 0.13% 45
2018
Q3 		$468K Sell
5,486
-4,733
-46% -$407K 0.12% 45
2018
Q2 		$869K Buy
+10,219
New +$875K 0.22% 31
2015
Q4 		– Sell
-132,337
Closed -$11M – 34
2015
Q3 		$11M Sell
132,337
-7,294
-5% -$632K 7.11% 6
2015
Q2 		$12.3M Buy
139,631
+1,301
+0.9% +$118K 6.85% 4
2015
Q1 		$12.5M Buy
138,330
+4,163
+3% +$377K 7.29% 4
2014
Q4 		$12M Buy
134,167
+29,407
+28% +$2.68M 8.9% 3
2014
Q3 		$9.63M Buy
104,760
+1,508
+1% +$141K 7.17% 5
2014
Q2 		$9.83M Buy
103,252
+1,357
+1% +$128K 7.29% 4
2014
Q1 		$9.62M Buy
101,895
+1,944
+2% +$182K 7.7% 6
2013
Q4 		$9.28M Buy
+99,951
New +$9.28M 7.61% 6

Other funds holding HYG

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $142M AUM
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LVZ Inc's HYG Position: Q2 2026 in Review

LVZ Inc opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2026: 16,469 shares worth $1.32M. The stake represents 0.13% of the portfolio and ranks #58 among its holdings. This is a return to the name: LVZ Inc previously reported a position in HYG as recently as Q4 2025.

LVZ Inc first reported a position in HYG in Q4 2013 and has held it in 40 quarters since. The position peaked at $12.5M in Q1 2015. 327 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • LVZ Inc held 16,469 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.32M as of Q2 2026.
  • iShares iBoxx $ High Yield Corporate Bond ETF was a new LVZ Inc position in Q2 2026.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.13% of LVZ Inc's portfolio in Q2 2026, its #58 holding.
  • LVZ Inc first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2013 and has held it in 40 quarters since.
  • LVZ Inc's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $12.5M in Q1 2015.
  • 327 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.