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

Capstone Investment 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
2017 Q2	–	Sell	-4,800	Closed	-$421K	–	767
2017 Q1	$421K	Buy	+4,800	New	+$419K	0.01%	642
2013 Q4	–	Sell	-16,800	Closed	-$1.54M	–	516
2013 Q3	$1.54M	Sell	16,800 -7,400	-31%	-$679K	0.02%	380
2013 Q2	$2.2M	Buy	+24,200	New	+$2.27M	0.02%	238

Other funds holding HYG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

JSTA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Capstone Investment Advisors's HYG Position: Q1 2026 in Review

Capstone Investment Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2026, closing a stake of 251,370 shares — an estimated $20.2M sold.

Capstone Investment Advisors first reported a position in HYG in Q1 2015 and held it in 26 quarters. The position peaked at $20.3M in Q4 2025. 979 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Capstone Investment Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Capstone Investment Advisors sold 251,370 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $20.2M.
Capstone Investment Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2015 and held it in 26 quarters.
Capstone Investment Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $20.3M in Q4 2025.
979 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.