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

Cladis 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	$272K	Hold	3,400	–	–	0.13%	143
2026 Q1	$271K	Hold	3,400	–	–	0.15%	130
2025 Q4	$274K	Hold	3,400	–	–	0.15%	130
2025 Q3	$276K	Hold	3,400	–	–	0.16%	123
2025 Q2	$274K	Hold	3,400	–	–	0.17%	117
2025 Q1	$268K	Buy	+3,400	New	+$270K	0.19%	109

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

Cladis Investment Advisory's HYG Position: Q2 2026 in Review

Cladis Investment Advisory held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q2 2026 at 3,400 shares worth $272K. The position accounts for 0.13% of the portfolio, ranked #143.

Cladis Investment Advisory first reported a position in HYG in Q1 2025 and has held it in 6 quarters since. The position peaked at $276K in Q3 2025. 991 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Cladis Investment Advisory held 3,400 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $272K as of Q2 2026.
Cladis Investment Advisory left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.13% of Cladis Investment Advisory's portfolio in Q2 2026, its #143 holding.
Cladis Investment Advisory first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Cladis Investment Advisory's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $276K in Q3 2025.
991 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

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