NWM
HYG icon

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 $1.89T AUM 35.08% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
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
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
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.