Nicola Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Nicola Wealth Management’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	$1.1M	Hold	13,700	–	–	0.13%	61
2026 Q1	$1.09M	Sell	13,700 -111,300	-89%	-$8.95M	0.13%	62
2025 Q4	$10.1M	Hold	125,000	–	–	0.92%	42
2025 Q3	$10.1M	Buy	+125,000	New	+$10.1M	0.9%	44

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

Nicola Wealth Management's HYG Position: Q2 2026 in Review

Nicola Wealth Management held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q2 2026 at 13,700 shares worth $1.1M. The position accounts for 0.13% of the portfolio, ranked #61.

Nicola Wealth Management first reported a position in HYG in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.1M in Q3 2025. 990 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Nicola Wealth Management held 13,700 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.1M as of Q2 2026.
Nicola Wealth Management left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.13% of Nicola Wealth Management's portfolio in Q2 2026, its #61 holding.
Nicola Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
Nicola Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $10.1M in Q3 2025.
990 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Nicola Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.