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 $1.89T 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

Capstone Investment Advisors's HYG Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2026: 372,550 shares worth $29.8M. The stake represents 0.06% of the portfolio and ranks #162 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in HYG as recently as Q4 2025.

Capstone Investment Advisors first reported a position in HYG in Q1 2015 and has held it in 27 quarters since. 991 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Capstone Investment Advisors held 372,550 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $29.8M as of Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF was a new Capstone Investment Advisors position in Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.06% of Capstone Investment Advisors's portfolio in Q2 2026, its #162 holding.
Capstone Investment Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2015 and has held it in 27 quarters since.
991 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.