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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
2018
Q4 		– Sell
-100,000
Closed -$8.64M – 111
2018
Q3 		$8.64M Hold
100,000
– – 1.48% 16
2018
Q2 		$8.51M Buy
+100,000
New +$8.57M 1.65% 16

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 $5.72T AUM 30.48% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Nicola Wealth Management's HYG Position: Q1 2026 in Review

Nicola Wealth Management reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 89% in Q1 2026, selling an estimated $8.95M and leaving 13,700 shares worth $1.09M. The position accounts for 0.13% of the portfolio, ranked #62.

Nicola Wealth Management first reported a position in HYG in Q3 2025 and has held it in 3 quarters since. The position peaked at $10.1M in Q3 2025. 979 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • Nicola Wealth Management held 13,700 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.09M as of Q1 2026.
  • Nicola Wealth Management sold 111,300 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $8.95M.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.13% of Nicola Wealth Management's portfolio in Q1 2026, its #62 holding.
  • Nicola Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Nicola Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $10.1M in Q3 2025.
  • 979 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Nicola Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.