Caldwell Sutter Capital’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Caldwell Sutter Capital’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	$59.8K	Hold	748	–	–	0.02%	379
2026 Q1	$59.5K	Hold	748	–	–	0.02%	360
2025 Q4	$60.3K	Hold	748	–	–	0.03%	340
2025 Q3	$60.7K	Sell	748 -230	-24%	-$18.5K	0.03%	336
2025 Q2	$78.9K	Hold	978	–	–	0.04%	303
2025 Q1	$77.2K	Sell	978 -58	-6%	-$4.6K	0.04%	305
2024 Q4	$81.5K	Sell	1,036 -83	-7%	-$6.59K	0.04%	295
2024 Q3	$89.9K	Hold	1,119	–	–	0.04%	291
2024 Q2	$86.3K	Hold	1,119	–	–	0.04%	288
2024 Q1	$87K	Hold	1,119	–	–	0.04%	292
2023 Q4	$86.6K	Buy	1,119 +436	+64%	+$32.5K	0.04%	285
2023 Q3	$50.4K	Hold	683	–	–	0.03%	320
2023 Q2	$51.3K	Buy	+683	New	+$51K	0.03%	318

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

Caldwell Sutter Capital's HYG Position: Q2 2026 in Review

Caldwell Sutter Capital held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q2 2026 at 748 shares worth $59.8K. The position accounts for 0.02% of the portfolio, ranked #379.

Caldwell Sutter Capital first reported a position in HYG in Q2 2023 and has held it in 13 quarters since. The position peaked at $89.9K in Q3 2024. 991 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Caldwell Sutter Capital held 748 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $59.8K as of Q2 2026.
Caldwell Sutter Capital left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of Caldwell Sutter Capital's portfolio in Q2 2026, its #379 holding.
Caldwell Sutter Capital first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $89.9K in Q3 2024.
991 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.