Capital Investment Advisory Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-19,000
Closed -$1.47M 984
2023
Q4
$1.47M Buy
19,000
+11,000
+138% +$820K 0.14% 144
2023
Q3
$590K Buy
+8,000
New +$597K 0.06% 253

Other funds holding HYG

Capital Investment Advisory Services's HYG Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.23% in Q2 2026, selling an estimated $400 and leaving 2,179 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #729.

Capital Investment Advisory Services first reported a position in HYG in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.08M in Q4 2019. 601 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Capital Investment Advisory Services held 2,179 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $174K as of Q2 2026.
  • Capital Investment Advisory Services sold 5 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $400.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #729 holding.
  • Capital Investment Advisory Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • Capital Investment Advisory Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.08M in Q4 2019.
  • 601 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.