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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2026
Q2 		$6.16M Sell
76,999
-20,323
-21% -$1.63M 0.08% 91
2026
Q1 		$7.74M Sell
97,322
-25,964
-21% -$2.09M 0.11% 72
2025
Q4 		$9.94M Sell
123,286
-12,288
-9% -$990K 0.15% 62
2025
Q3 		$11M Sell
135,574
-14,125
-9% -$1.14M 0.17% 62
2025
Q2 		$12.1M Sell
149,699
-25,735
-15% -$2.03M 0.2% 58
2025
Q1 		$13.8M Buy
+175,434
New +$13.9M 0.26% 57
2021
Q4 		– Sell
-6,732
Closed -$589K – 218
2021
Q3 		$589K Sell
6,732
-787
-10% -$69K 0.02% 204
2021
Q2 		$662K Buy
+7,519
New +$656K 0.03% 196
2019
Q4 		$2.26M Sell
25,714
-97,266
-79% -$8.46M 0.18% 70
2019
Q3 		$10.7M Sell
122,980
-21,697
-15% -$1.88M 0.94% 24
2019
Q2 		$12.6M Buy
144,677
+2,713
+2% +$234K 1.26% 23
2019
Q1 		$12.3M Sell
141,964
-11,719
-8% -$995K 1.34% 21
2018
Q4 		$12.5M Sell
153,683
-12,341
-7% -$1.03M 1.24% 23
2018
Q3 		$14.4M Buy
166,024
+5,586
+3% +$480K 1.34% 20
2018
Q2 		$13.7M Sell
160,438
-4,563
-3% -$391K 1.33% 20
2018
Q1 		$14.1M Buy
165,001
+17,246
+12% +$1.49M 1.41% 19
2017
Q4 		$12.9M Sell
147,755
-14,413
-9% -$1.26M 1.33% 19
2017
Q3 		$14.4M Sell
162,168
-1,973
-1% -$174K 1.52% 18
2017
Q2 		$14.5M Buy
164,141
+2,263
+1% +$199K 1.62% 18
2017
Q1 		$14.2M Buy
161,878
+26,396
+19% +$2.31M 1.59% 17
2016
Q4 		$11.7M Sell
135,482
-1,522
-1% -$131K 1.34% 21
2016
Q3 		$12M Sell
137,004
-38,407
-22% -$3.3M 1.46% 20
2016
Q2 		$14.9M Buy
175,411
+93,328
+114% +$7.76M 2.15% 15
2016
Q1 		$6.71M Buy
82,083
+21,683
+36% +$1.72M 1.05% 22
2015
Q4 		$4.87M Sell
60,400
-7,877
-12% -$655K 0.82% 28
2015
Q3 		$5.69M Buy
68,277
+19,412
+40% +$1.68M 1.07% 23
2015
Q2 		$4.34M Buy
48,865
+24,583
+101% +$2.22M 0.87% 26
2015
Q1 		$2.2M Sell
24,282
-537
-2% -$48.6K 0.49% 33
2014
Q4 		$2.22M Sell
24,819
-1,809
-7% -$165K 0.48% 30
2014
Q3 		$2.45M Sell
26,628
-1,667
-6% -$156K 0.52% 32
2014
Q2 		$2.69M Sell
28,295
-307
-1% -$29K 0.53% 35
2014
Q1 		$2.7M Sell
28,602
-327
-1% -$30.7K 0.6% 33
2013
Q4 		$2.69M Buy
28,929
+672
+2% +$62.4K 0.67% 32
2013
Q3 		$2.59M Buy
+28,257
New +$2.59M 0.7% 31

Other funds holding HYG

Morgan Stanley
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
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
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's HYG Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 21% in Q2 2026, selling an estimated $1.63M and leaving 76,999 shares worth $6.16M. The position accounts for 0.08% of the portfolio, ranked #91.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in HYG in Q3 2013 and has held it in 34 quarters since. The position peaked at $14.9M in Q2 2016. 983 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 76,999 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $6.16M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 20,323 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.63M.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.08% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #91 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2013 and has held it in 34 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $14.9M in Q2 2016.
  • 983 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.