CBIZ Investment Advisory Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

CBIZ Investment Advisory Services’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	$35.1M	Hold	441,115	–	–	1.28%	11
2026 Q1	$35.1M	Buy	441,115 +31,397	+8%	+$2.53M	1.28%	11
2025 Q4	$33M	Buy	409,718 +23,564	+6%	+$1.9M	1.25%	12
2025 Q3	$31.4M	Buy	386,154 +23,934	+7%	+$1.93M	1.23%	12
2025 Q2	$29.2M	Buy	362,220 +18,367	+5%	+$1.45M	1.29%	11
2025 Q1	$27.1M	Buy	343,853 +33,392	+11%	+$2.65M	1.33%	11
2024 Q4	$24.4M	Buy	310,461 +24,890	+9%	+$1.98M	1.22%	10
2024 Q3	$22.9M	Buy	285,571 +12,798	+5%	+$1.01M	1.19%	11
2024 Q2	$21M	Buy	272,773 +31,453	+13%	+$2.42M	1.18%	12
2024 Q1	$18.8M	Buy	241,320 +12,880	+6%	+$995K	1.3%	12
2023 Q4	$17.7M	Buy	228,440 +3,728	+2%	+$278K	1.35%	12
2023 Q3	$16.6M	Sell	224,712 -206,973	-48%	-$15.5M	1.52%	9
2023 Q2	$32.4M	Buy	431,685 +9,017	+2%	+$673K	2.76%	8
2023 Q1	$31.9M	Buy	422,668 +398,031	+1,616%	+$29.8M	2.79%	9
2022 Q4	$1.81M	Buy	+24,637	New	+$1.82M	0.71%	19
2022 Q3	–	Sell	-632,134	Closed	-$46.5M	–	31
2022 Q2	$46.5M	Buy	+632,134	New	+$49.2M	4.26%	7
2022 Q1	–	Sell	-618,878	Closed	-$53.8M	–	24
2021 Q4	$53.8M	Buy	+618,878	New	+$53.7M	4.2%	7
2021 Q3	–	Hold	0	–	–	–	8
2021 Q2	–	Hold	0	–	–	–	7
2021 Q1	–	Hold	0	–	–	–	9
2020 Q4	–	Hold	0	–	–	–	8
2020 Q3	–	Hold	0	–	–	–	9
2020 Q2	–	Hold	0	–	–	–	8

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

CBIZ Investment Advisory Services's HYG Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q2 2026 at 441,115 shares worth $35.1M. The position accounts for 1.28% of the portfolio, ranked #11.

CBIZ Investment Advisory Services first reported a position in HYG in Q4 2021 and has held it in 17 quarters since. The position peaked at $53.8M in Q4 2021. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

CBIZ Investment Advisory Services held 441,115 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $35.1M as of Q2 2026.
CBIZ Investment Advisory Services left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 1.28% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #11 holding.
CBIZ Investment Advisory Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and has held it in 17 quarters since.
CBIZ Investment Advisory Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $53.8M in Q4 2021.
984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.