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Aspiriant LLC’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Aspiriant LLC’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 		$533K Sell
6,705
-13,667
-67% -$1.1M 0.02% 210
2025
Q4 		$1.64M Buy
20,372
+10,207
+100% +$823K 0.05% 128
2025
Q3 		$825K Buy
10,165
+83
+0.8% +$6.69K 0.03% 162
2025
Q2 		$813K Buy
10,082
+5,694
+130% +$449K 0.03% 161
2025
Q1 		$346K Sell
4,388
-330
-7% -$26.2K 0.01% 221
2024
Q4 		$371K Buy
4,718
+1,372
+41% +$109K 0.01% 219
2024
Q3 		$269K Hold
3,346
– – 0.01% 246
2024
Q2 		$258K Buy
+3,346
New +$257K 0.01% 249
2022
Q2 		– Sell
-8,141
Closed -$670K – 279
2022
Q1 		$670K Sell
8,141
-331
-4% -$27.7K 0.04% 155
2021
Q4 		$736K Buy
8,472
+563
+7% +$48.8K 0.04% 158
2021
Q3 		$692K Buy
7,909
+1
+0% +$88 0.04% 139
2021
Q2 		$696K Buy
7,908
+136
+2% +$11.9K 0.04% 140
2021
Q1 		$678K Sell
7,772
-1,071
-12% -$93.2K 0.04% 128
2020
Q4 		$772K Sell
8,843
-1,910
-18% -$164K 0.05% 118
2020
Q3 		$902K Buy
10,753
+746
+7% +$62.8K 0.07% 104
2020
Q2 		$816K Sell
10,007
-1,566
-14% -$126K 0.08% 97
2020
Q1 		$891K Sell
11,573
-1,632
-12% -$138K 0.09% 84
2019
Q4 		$1.16M Buy
13,205
+443
+3% +$38.6K 0.11% 86
2019
Q3 		$1.11M Buy
12,762
+1,926
+18% +$167K 0.1% 97
2019
Q2 		$945K Sell
10,836
-1,729
-14% -$149K 0.08% 113
2019
Q1 		$1.09M Sell
12,565
-6,293
-33% -$534K 0.09% 104
2018
Q4 		$1.53M Buy
18,858
+10,313
+121% +$863K 0.12% 89
2018
Q3 		$739K Buy
8,545
+236
+3% +$20.3K 0.06% 124
2018
Q2 		$707K Hold
8,309
– – 0.06% 133
2018
Q1 		$712K Buy
+8,309
New +$718K 0.06% 126
2017
Q4 		– Sell
-8,267
Closed -$734K – 121
2017
Q3 		$734K Buy
8,267
+3,754
+83% +$331K 0.06% 123
2017
Q2 		$399K Sell
4,513
-170,070
-97% -$15M 0.03% 156
2017
Q1 		$2.45M Sell
174,583
-12,827
-7% -$1.12M 0.21% 76
2016
Q4 		$2.6M Buy
187,410
+181,893
+3,297% +$15.7M 0.24% 61
2016
Q3 		$481K Sell
5,517
-477
-8% -$41K 0.05% 140
2016
Q2 		$508K Buy
5,994
+2,024
+51% +$168K 0.05% 137
2016
Q1 		$324K Sell
3,970
-16,073
-80% -$1.28M 0.03% 150
2015
Q4 		$1.61M Buy
20,043
+8,272
+70% +$688K 0.18% 37
2015
Q3 		$980K Buy
+11,771
New +$1.02M 0.08% 56
2015
Q1 		– Sell
-2,958
Closed -$265K – 92
2014
Q4 		$265K Buy
+2,958
New +$269K 0.04% 77

Other funds holding HYG

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Aspiriant LLC's HYG Position: Q1 2026 in Review

Aspiriant LLC reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 67% in Q1 2026, selling an estimated $1.1M and leaving 6,705 shares worth $533K. The position accounts for 0.02% of the portfolio, ranked #210.

Aspiriant LLC first reported a position in HYG in Q4 2014 and has held it in 35 quarters since. The position peaked at $2.6M in Q4 2016. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • Aspiriant LLC held 6,705 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $533K as of Q1 2026.
  • Aspiriant LLC sold 13,667 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $1.1M.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of Aspiriant LLC's portfolio in Q1 2026, its #210 holding.
  • Aspiriant LLC first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2014 and has held it in 35 quarters since.
  • Aspiriant LLC's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.6M in Q4 2016.
  • 978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.