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

Bellecapital’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	$770K	Hold	9,631	–	–	0.12%	61
2026 Q1	$766K	Sell	9,631 -12,028	-56%	-$967K	0.14%	64
2025 Q4	$1.75M	Buy	21,659 +372	+2%	+$30K	0.31%	45
2025 Q3	$1.73M	Sell	21,287 -3,501	-14%	-$282K	0.28%	45
2025 Q2	$2M	Sell	24,788 -7,802	-24%	-$615K	0.35%	41
2025 Q1	$2.57M	Buy	32,590 +133	+0.4%	+$10.6K	0.51%	40
2024 Q4	$2.55M	Hold	32,457	–	–	0.45%	42
2024 Q3	$2.61M	Hold	32,457	–	–	0.52%	41
2024 Q2	$2.5M	Sell	32,457 -3,395	-9%	-$261K	0.53%	42
2024 Q1	$2.79M	Sell	35,852 -2,811	-7%	-$217K	0.61%	41
2023 Q4	$2.99M	Sell	38,663 -46,800	-55%	-$3.49M	0.68%	37
2023 Q3	$6.3M	Buy	85,463 +841	+1%	+$62.8K	1.58%	21
2023 Q2	$6.35M	Buy	+84,622	New	+$6.31M	1.54%	23
2020 Q4	–	Sell	-2,423	Closed	-$203K	–	187
2020 Q3	$203K	Sell	2,423 -166,345	-99%	-$14M	0.09%	156
2020 Q2	$13.8M	Buy	168,768 +150,875	+843%	+$12.2M	6.46%	1
2020 Q1	$1.38M	Buy	17,893 +8,765	+96%	+$740K	0.88%	26
2019 Q4	$803K	Buy	+9,128	New	+$794K	0.41%	58

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

Bellecapital's HYG Position: Q2 2026 in Review

Bellecapital held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q2 2026 at 9,631 shares worth $770K. The position accounts for 0.12% of the portfolio, ranked #61.

Bellecapital first reported a position in HYG in Q4 2019 and has held it in 17 quarters since. The position peaked at $13.8M in Q2 2020. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Bellecapital held 9,631 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $770K as of Q2 2026.
Bellecapital left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.12% of Bellecapital's portfolio in Q2 2026, its #61 holding.
Bellecapital first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and has held it in 17 quarters since.
Bellecapital's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $13.8M in Q2 2020.
984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Bellecapital's 13F filing for Q2 2026, filed 22 Jul 2026.