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

Cerity 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 Q1	$11.3M	Buy	142,583 +59,265	+71%	+$4.77M	0.02%	635
2025 Q4	$6.72M	Sell	83,318 -7,891	-9%	-$636K	0.01%	811
2025 Q3	$7.41M	Sell	91,209 -5,464	-6%	-$440K	0.01%	707
2025 Q2	$7.8M	Sell	96,673 -15,553	-14%	-$1.23M	0.01%	628
2025 Q1	$8.85M	Sell	112,226 -8,131	-7%	-$645K	0.02%	531
2024 Q4	$9.47M	Sell	120,357 -10,710	-8%	-$850K	0.02%	495
2024 Q3	$10.5M	Buy	131,067 +24,676	+23%	+$1.94M	0.02%	471
2024 Q2	$8.21M	Sell	106,391 -22,591	-18%	-$1.74M	0.02%	479
2024 Q1	$10M	Sell	128,982 -2,710	-2%	-$209K	0.03%	459
2023 Q4	$10.2M	Buy	131,692 +113,182	+611%	+$8.44M	0.03%	369
2023 Q3	$1.36M	Sell	18,510 -165,898	-90%	-$12.4M	0.01%	676
2023 Q2	$13.8M	Sell	184,408 -4,053	-2%	-$302K	0.05%	300
2023 Q1	$14.2M	Sell	188,461 -37,638	-17%	-$2.82M	0.03%	298
2022 Q4	$16.6M	Buy	226,099 +23,646	+12%	+$1.74M	0.11%	193
2022 Q3	$14.5M	Sell	202,453 -26,952	-12%	-$2.04M	0.17%	119
2022 Q2	$16.9M	Buy	229,405 +143,583	+167%	+$11.2M	0.19%	115
2022 Q1	$7.06M	Sell	85,822 -34,879	-29%	-$2.92M	0.11%	160
2021 Q4	$10.5M	Buy	120,701 +8,239	+7%	+$715K	0.16%	118
2021 Q3	$9.84M	Buy	112,462 +7,813	+7%	+$685K	0.22%	102
2021 Q2	$9.21M	Sell	104,649 -6,196	-6%	-$541K	0.2%	100
2021 Q1	$9.66M	Buy	110,845 +218	+0.2%	+$19K	0.23%	93
2020 Q4	$9.66M	Buy	+110,627	New	+$9.47M	0.31%	69
2020 Q3	–	Sell	-69,709	Closed	-$5.69M	–	511
2020 Q2	$5.69M	Buy	69,709 +60,167	+631%	+$4.85M	0.31%	64
2020 Q1	$735K	Buy	+9,542	New	+$806K	0.05%	246

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 $4.81B AUM 4.62% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

Cerity Partners's HYG Position: Q1 2026 in Review

Cerity Partners increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 71% in Q1 2026, buying an estimated $4.77M and bringing the position to 142,583 shares worth $11.3M. The position accounts for 0.02% of the portfolio, ranked #635.

Cerity Partners first reported a position in HYG in Q1 2020 and has held it in 24 quarters since. The position peaked at $16.9M in Q2 2022. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Cerity Partners held 142,583 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $11.3M as of Q1 2026.
Cerity Partners bought 59,265 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $4.77M.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of Cerity Partners's portfolio in Q1 2026, its #635 holding.
Cerity Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2020 and has held it in 24 quarters since.
Cerity Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $16.9M in Q2 2022.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.