Summit Global Investments’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Summit Global Investments’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	$8.39M	Buy	104,888 +5,657	+6%	+$453K	0.46%	24
2026 Q1	$7.89M	Buy	99,231 +25,133	+34%	+$2.02M	0.47%	29
2025 Q4	$5.97M	Sell	74,098 -536	-0.7%	-$43.2K	0.35%	36
2025 Q3	$6.06M	Sell	74,634 -1,175	-2%	-$94.7K	0.35%	47
2025 Q2	$6.11M	Sell	75,809 -3,525	-4%	-$278K	0.36%	50
2025 Q1	$6.26M	Sell	79,334 -166,549	-68%	-$13.2M	0.46%	38
2024 Q4	$19.3M	Buy	245,883 +14,982	+6%	+$1.19M	1.21%	10
2024 Q3	$18.5M	Buy	230,901 +28,263	+14%	+$2.22M	1.18%	11
2024 Q2	$15.6M	Buy	202,638 +21,635	+12%	+$1.66M	1.05%	18
2024 Q1	$14.1M	Buy	+181,003	New	+$14M	1.05%	21

Other funds holding HYG

JSTA

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

PAM

PartnerRe Asset Management Greenwich, Connecticut $142M AUM

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Summit Global Investments's HYG Position: Q2 2026 in Review

Summit Global Investments increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 5.7% in Q2 2026, buying an estimated $453K and bringing the position to 104,888 shares worth $8.39M. The position accounts for 0.46% of the portfolio, ranked #24.

Summit Global Investments first reported a position in HYG in Q1 2024 and has held it in 10 quarters since. The position peaked at $19.3M in Q4 2024. 436 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Summit Global Investments held 104,888 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $8.39M as of Q2 2026.
Summit Global Investments bought 5,657 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $453K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.46% of Summit Global Investments's portfolio in Q2 2026, its #24 holding.
Summit Global Investments first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Summit Global Investments's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $19.3M in Q4 2024.
436 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.