Punch & Associates Investment Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Punch & Associates Investment 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	$15.4K	Buy	192 +24	+14%	+$1.92K	﹤0.01%	161
2026 Q1	$13.4K	Buy	168 +70	+71%	+$5.63K	﹤0.01%	161
2025 Q4	$7.9K	Hold	98	–	–	﹤0.01%	153
2025 Q3	$7.96K	Buy	98 +2	+2%	+$161	﹤0.01%	157
2025 Q2	$7.74K	Hold	96	–	–	﹤0.01%	159
2025 Q1	$7.57K	Buy	96 +18	+23%	+$1.43K	﹤0.01%	161
2024 Q4	$6.13K	Hold	78	–	–	﹤0.01%	164
2024 Q3	$6.26K	Buy	+78	New	+$6.14K	﹤0.01%	166
2024 Q1	–	Sell	-5,038	Closed	-$390K	–	198
2023 Q4	$390K	Buy	5,038 +4,963	+6,617%	+$370K	0.02%	186
2023 Q3	$5.53K	Buy	75 +9	+14%	+$672	﹤0.01%	229
2023 Q2	$4.96K	Buy	+66	New	+$4.92K	﹤0.01%	234
2022 Q1	–	Sell	-3,585	Closed	-$312K	–	243
2021 Q4	$312K	Buy	3,585 +3,495	+3,883%	+$303K	0.02%	204
2021 Q3	$8K	Hold	90	–	–	﹤0.01%	238
2021 Q2	$8K	Buy	+90	New	+$7.86K	﹤0.01%	244
2020 Q3	–	Sell	-1,650	Closed	-$135K	–	241
2020 Q2	$135K	Buy	+1,650	New	+$133K	0.01%	216

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

Punch & Associates Investment Management's HYG Position: Q2 2026 in Review

Punch & Associates Investment Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 14% in Q2 2026, buying an estimated $1.92K and bringing the position to 192 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #161.

Punch & Associates Investment Management first reported a position in HYG in Q2 2020 and has held it in 15 quarters since. The position peaked at $390K in Q4 2023. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Punch & Associates Investment Management held 192 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $15.4K as of Q2 2026.
Punch & Associates Investment Management bought 24 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.92K.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Punch & Associates Investment Management's portfolio in Q2 2026, its #161 holding.
Punch & Associates Investment Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2020 and has held it in 15 quarters since.
Punch & Associates Investment Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $390K in Q4 2023.
984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Punch & Associates Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.