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 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 $1.66T 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

Cladis Investment Advisory's HYG Position: Q1 2026 in Review

Cladis Investment Advisory held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q1 2026 at 3,400 shares worth $271K. The position accounts for 0.15% of the portfolio, ranked #130.

Cladis Investment Advisory first reported a position in HYG in Q1 2025 and has held it in 5 quarters since. The position peaked at $276K in Q3 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Cladis Investment Advisory held 3,400 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $271K as of Q1 2026.
Cladis Investment Advisory left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q1 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.15% of Cladis Investment Advisory's portfolio in Q1 2026, its #130 holding.
Cladis Investment Advisory first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
Cladis Investment Advisory's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $276K in Q3 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Cladis Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.