Cary Street Partners Investment Advisory’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Cary Street Partners Investment Advisory’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	$720	Buy	9 +4	+80%	+$320	﹤0.01%	746
2026 Q1	$398	Sell	5 -45	-90%	-$3.62K	﹤0.01%	688
2025 Q4	$4.03K	Buy	50 +17	+52%	+$1.37K	﹤0.01%	650
2025 Q3	$2.68K	Hold	33	–	–	﹤0.01%	582
2025 Q2	$2.66K	Hold	33	–	–	﹤0.01%	560
2025 Q1	$2.6K	Sell	33 -7	-18%	-$556	﹤0.01%	537
2024 Q4	$3.15K	Sell	40 -3,918	-99%	-$311K	﹤0.01%	478
2024 Q3	$318K	Sell	3,958 -148	-4%	-$11.6K	0.01%	612
2024 Q2	$317K	Sell	4,106 -194	-5%	-$14.9K	0.01%	580
2024 Q1	$334K	Sell	4,300 -3	-0.1%	-$232	0.01%	538
2023 Q4	$333K	Sell	4,303 -34	-0.8%	-$2.54K	0.02%	511
2023 Q3	$320K	Buy	4,337 +620	+17%	+$46.3K	0.02%	467
2023 Q2	$279K	Sell	3,717 -57	-2%	-$4.25K	0.02%	447
2023 Q1	$285K	Sell	3,774 -193	-5%	-$14.5K	0.02%	418
2022 Q4	$292K	Buy	+3,967	New	+$292K	0.02%	401
2020 Q4	–	Sell	-894	Closed	-$75K	–	573
2020 Q3	$75K	Buy	+894	New	+$75.2K	0.02%	421

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

Cary Street Partners Investment Advisory's HYG Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 80% in Q2 2026, buying an estimated $320 and bringing the position to 9 shares worth $720. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Cary Street Partners Investment Advisory first reported a position in HYG in Q3 2020 and has held it in 16 quarters since. The position peaked at $334K in Q1 2024. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Cary Street Partners Investment Advisory held 9 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $720 as of Q2 2026.
Cary Street Partners Investment Advisory bought 4 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $320.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #746 holding.
Cary Street Partners Investment Advisory first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2020 and has held it in 16 quarters since.
Cary Street Partners Investment Advisory's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $334K in Q1 2024.
984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.