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 Q2	–	Sell	-2,579	Closed	-$205K	–	276
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 $1.89T 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

Univest Financial's HYG Position: Q2 2026 in Review

Univest Financial sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2026, closing a stake of 2,579 shares — an estimated $205K sold.

Univest Financial first reported a position in HYG in Q3 2024 and held it in 5 quarters. The position peaked at $966K in Q4 2024. 991 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Univest Financial reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Univest Financial sold 2,579 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $205K.
Univest Financial first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2024 and held it in 5 quarters.
Univest Financial's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $966K in Q4 2024.
991 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.