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Vertex Investment Solutions’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Vertex Investment Solutions’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 		$1.09M Sell
13,600
-200
-1% -$16K 0.73% 22
2026
Q1 		$1.09M Sell
13,800
-4,900
-26% -$394K 1.26% 18
2025
Q4 		$1.51M Buy
+18,700
New +$1.51M 1.5% 12

Other funds holding HYG

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Vertex Investment Solutions's HYG Position: Q2 2026 in Review

Vertex Investment Solutions reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1.4% in Q2 2026, selling an estimated $16K and leaving 13,600 shares worth $1.09M. The position accounts for 0.73% of the portfolio, ranked #22.

Vertex Investment Solutions first reported a position in HYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.51M in Q4 2025. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Vertex Investment Solutions held 13,600 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.09M as of Q2 2026.
  • Vertex Investment Solutions sold 200 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $16K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.73% of Vertex Investment Solutions's portfolio in Q2 2026, its #22 holding.
  • Vertex Investment Solutions first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Vertex Investment Solutions's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.51M in Q4 2025.
  • 262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Vertex Investment Solutions's 13F filing for Q2 2026, filed 15 Jul 2026.