Oliver Lagore Vanvalin Investment Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$17.9K	Buy	+227	New	+$17.9K	0.01%	362
2024 Q4	$20.5K	Sell	261 -77,635	-100%	-$6.16M	0.01%	358
2024 Q3	$6.26M	Buy	77,896 +77,793	+75,527%	+$6.12M	1.67%	10
2024 Q2	$7.95K	Hold	103	–	–	﹤0.01%	446
2024 Q1	$8.01K	Hold	103	–	–	﹤0.01%	442
2023 Q4	$7.97K	Hold	103	–	–	﹤0.01%	452
2023 Q3	$7.59K	Hold	103	–	–	﹤0.01%	485
2023 Q2	$7.73K	Hold	103	–	–	﹤0.01%	509
2023 Q1	$7.78K	Hold	103	–	–	﹤0.01%	425
2022 Q4	$7.58K	Hold	103	–	–	﹤0.01%	406
2022 Q3	$7K	Buy	+103	New	+$7.79K	﹤0.01%	388

Other funds holding HYG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's HYG Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2025: 227 shares worth $17.9K. The stake represents 0.01% of the portfolio and ranks #362 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in HYG as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in HYG in Q3 2022 and has held it in 11 quarters since. The position peaked at $6.26M in Q3 2024. 924 funds tracked by Wall St. Rank hold HYG as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 227 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $17.9K as of Q2 2025.
iShares iBoxx $ High Yield Corporate Bond ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #362 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2022 and has held it in 11 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $6.26M in Q3 2024.
924 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.