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

Cary Street Partners’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	$287K	Sell	3,587 -90	-2%	-$7.2K	0.01%	820
2026 Q1	$293K	Sell	3,677 -1	-0%	-$80	0.01%	724
2025 Q4	$297K	Sell	3,678 -373	-9%	-$30.1K	0.01%	732
2025 Q3	$329K	Sell	4,051 -26	-0.6%	-$2.1K	0.01%	659
2025 Q2	$329K	Buy	4,077 +129	+3%	+$10.2K	0.01%	646
2025 Q1	$311K	Sell	3,948 -187	-5%	-$14.8K	0.01%	643
2024 Q4	$325K	Buy	+4,135	New	+$328K	0.01%	603

Other funds holding HYG

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

PAM

PartnerRe Asset Management Greenwich, Connecticut $142M AUM

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Cary Street Partners reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 2.4% in Q2 2026, selling an estimated $7.2K and leaving 3,587 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #820.

Cary Street Partners first reported a position in HYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $329K in Q3 2025. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Cary Street Partners held 3,587 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $287K as of Q2 2026.
Cary Street Partners sold 90 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $7.2K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #820 holding.
Cary Street Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $329K in Q3 2025.
262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

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