Capstone Financial Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Capstone Financial Advisors’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
2025 Q4	–	Sell	-2,510	Closed	-$204K	–	192
2025 Q3	$204K	Buy	+2,510	New	+$202K	0.01%	170

Other funds holding HYG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

JSTA

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Capstone Financial Advisors's HYG Position: Q4 2025 in Review

Capstone Financial Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2025, closing a stake of 2,510 shares — an estimated $204K sold.

Capstone Financial Advisors first reported a position in HYG in Q3 2025 and held it in 1 quarter. The position peaked at $204K in Q3 2025. 1,003 funds tracked by Wall St. Rank hold HYG as of Q4 2025.

Capstone Financial Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Capstone Financial Advisors sold 2,510 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2025, an estimated $204K.
Capstone Financial Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
Capstone Financial Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $204K in Q3 2025.
1,003 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2025.

Based on Capstone Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.