Vericrest Private Wealth’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Vericrest Private Wealth’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	$1.06M	Sell	13,233 -651	-5%	-$52.1K	0.94%	22
2026 Q1	$1.1M	Sell	13,884 -186	-1%	-$15K	0.99%	25
2025 Q4	$1.13M	Buy	+14,070	New	+$1.13M	1.01%	25
2022 Q2	$2.81M	Sell	38,188 -3,866	-9%	-$301K	3.45%	12
2022 Q1	$3.46M	Sell	42,054 -12,975	-24%	-$1.08M	3.6%	9
2021 Q4	$4.79M	Buy	+55,029	New	+$4.77M	4.44%	6

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

Vericrest Private Wealth's HYG Position: Q2 2026 in Review

Vericrest Private Wealth reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 4.7% in Q2 2026, selling an estimated $52.1K and leaving 13,233 shares worth $1.06M. The position accounts for 0.94% of the portfolio, ranked #22.

Vericrest Private Wealth first reported a position in HYG in Q4 2021 and has held it in 6 quarters since. The position peaked at $4.79M in Q4 2021. 990 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Vericrest Private Wealth held 13,233 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.06M as of Q2 2026.
Vericrest Private Wealth sold 651 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $52.1K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.94% of Vericrest Private Wealth's portfolio in Q2 2026, its #22 holding.
Vericrest Private Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and has held it in 6 quarters since.
Vericrest Private Wealth's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.79M in Q4 2021.
990 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Vericrest Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.