Univest Financial’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Univest Financial’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 Q1	$205K	Sell	2,579 -8,392	-76%	-$675K	0.01%	249
2025 Q4	$885K	Buy	+10,971	New	+$884K	0.05%	161
2025 Q2	–	Sell	-6,737	Closed	-$531K	–	277
2025 Q1	$531K	Sell	6,737 -5,549	-45%	-$440K	0.03%	196
2024 Q4	$966K	Buy	12,286 +5,980	+95%	+$475K	0.06%	158
2024 Q3	$506K	Buy	+6,306	New	+$496K	0.03%	195

Other funds holding HYG

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

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 $4.81B AUM 4.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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 Paris, France $206B AUM 31.61% 1-Year Est. Return

Univest Financial's HYG Position: Q1 2026 in Review

Univest Financial reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 76% in Q1 2026, selling an estimated $675K and leaving 2,579 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #249.

Univest Financial first reported a position in HYG in Q3 2024 and has held it in 5 quarters since. The position peaked at $966K in Q4 2024. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Univest Financial held 2,579 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $205K as of Q1 2026.
Univest Financial sold 8,392 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $675K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Univest Financial's portfolio in Q1 2026, its #249 holding.
Univest Financial first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2024 and has held it in 5 quarters since.
Univest Financial's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $966K in Q4 2024.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.