Barden Capital Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Barden Capital Management’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	$809K	Sell	10,120 -213	-2%	-$17K	0.75%	41
2026 Q1	$822K	Buy	10,333 +194	+2%	+$15.6K	0.7%	48
2025 Q4	$817K	Buy	10,139 +882	+10%	+$71.1K	0.67%	47
2025 Q3	$752K	Sell	9,257 -154	-2%	-$12.4K	0.62%	50
2025 Q2	$759K	Sell	9,411 -117	-1%	-$9.22K	0.67%	49
2025 Q1	$752K	Buy	9,528 +359	+4%	+$28.5K	0.67%	54
2024 Q4	$721K	Buy	9,169 +563	+7%	+$44.7K	0.62%	54
2024 Q3	$691K	Buy	8,606 +971	+13%	+$76.4K	0.61%	55
2024 Q2	$589K	Buy	7,635 +208	+3%	+$16K	0.56%	55
2024 Q1	$577K	Sell	7,427 -1,670	-18%	-$129K	0.56%	58
2023 Q4	$671K	Hold	9,097	–	–	0.55%	56
2023 Q3	$671K	Buy	9,097 +2,142	+31%	+$160K	0.65%	54
2023 Q2	$522K	Sell	6,955 -2,436	-26%	-$182K	0.57%	59
2023 Q1	$709K	Sell	9,391 -193	-2%	-$14.5K	0.68%	57
2022 Q4	$706K	Buy	9,584 +345	+4%	+$25.4K	0.72%	56
2022 Q3	$660K	Sell	9,239 -70	-0.8%	-$5.29K	0.77%	54
2022 Q2	$685K	Buy	9,309 +1,005	+12%	+$78.1K	0.74%	55
2022 Q1	$683K	Buy	8,304 +1,294	+18%	+$108K	0.67%	57
2021 Q4	$610K	Buy	+7,010	New	+$608K	0.58%	58

Other funds holding HYG

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Barden Capital Management's HYG Position: Q2 2026 in Review

Barden Capital Management reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 2.1% in Q2 2026, selling an estimated $17K and leaving 10,120 shares worth $809K. The position accounts for 0.75% of the portfolio, ranked #41.

Barden Capital Management first reported a position in HYG in Q4 2021 and has held it in 19 quarters since. The position peaked at $822K in Q1 2026. 550 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Barden Capital Management held 10,120 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $809K as of Q2 2026.
Barden Capital Management sold 213 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $17K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.75% of Barden Capital Management's portfolio in Q2 2026, its #41 holding.
Barden Capital Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
Barden Capital Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $822K in Q1 2026.
550 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Barden Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.