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Clearstead Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Clearstead 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
Q1 		$1.16M Buy
14,622
+367
+3% +$29.5K 0.01% 475
2025
Q4 		$1.15M Buy
14,255
+293
+2% +$23.6K 0.01% 438
2025
Q3 		$1.13M Buy
13,962
+426
+3% +$34.3K 0.01% 428
2025
Q2 		$1.09M Sell
13,536
-2,782
-17% -$219K 0.02% 415
2025
Q1 		$1.29M Sell
16,318
-789
-5% -$62.6K 0.02% 367
2024
Q4 		$1.35M Buy
17,107
+4,176
+32% +$332K 0.02% 357
2024
Q3 		$1.04M Sell
12,931
-2,499
-16% -$197K 0.02% 413
2024
Q2 		$1.19M Buy
15,430
+9,533
+162% +$733K 0.02% 355
2024
Q1 		$453K Buy
5,897
+329
+6% +$25.4K 0.02% 323
2023
Q4 		$431K Sell
5,568
-5,564
-50% -$415K 0.02% 332
2023
Q3 		$821K Buy
11,132
+6,079
+120% +$454K 0.02% 333
2023
Q2 		$379K Buy
5,053
+302
+6% +$22.5K 0.02% 330
2023
Q1 		$359K Buy
4,751
+267
+6% +$20K 0.03% 313
2022
Q4 		$330K Buy
4,484
+3,284
+274% +$242K 0.03% 309
2022
Q3 		$86K Buy
+1,200
New +$90.7K 0.01% 507
2021
Q3 		– Sell
-428
Closed -$38K – 1332
2021
Q2 		$38K Buy
428
+358
+511% +$31.3K ﹤0.01% 600
2021
Q1 		$6K Buy
+70
New +$6.09K ﹤0.01% 849
2020
Q2 		– Sell
-3,559
Closed -$274K – 810
2020
Q1 		$274K Sell
3,559
-2,486
-41% -$210K 0.04% 206
2019
Q4 		$532K Buy
6,045
+26
+0.4% +$2.26K 0.06% 173
2019
Q3 		$525K Sell
6,019
-278
-4% -$24.1K 0.07% 163
2019
Q2 		$549K Sell
6,297
-1,151
-15% -$99.4K 0.07% 162
2019
Q1 		$644K Sell
7,448
-735
-9% -$62.4K 0.09% 145
2018
Q4 		$664K Sell
8,183
-575
-7% -$48.1K 0.1% 139
2018
Q3 		$757K Buy
8,758
+1,270
+17% +$109K 0.1% 121
2018
Q2 		$637K Sell
7,488
-330
-4% -$28.3K 0.09% 127
2018
Q1 		$670K Buy
7,818
+13
+0.2% +$1.12K 0.1% 127
2017
Q4 		$681K Buy
7,805
+440
+6% +$38.6K 0.09% 128
2017
Q3 		$654K Sell
7,365
-75
-1% -$6.62K 0.09% 140
2017
Q2 		$658K Sell
7,440
-281
-4% -$24.7K 0.1% 126
2017
Q1 		$678K Buy
7,721
+13
+0.2% +$1.14K 0.1% 120
2016
Q4 		$667K Buy
+7,708
New +$664K 0.11% 113

Other funds holding HYG

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Clearstead Advisors's HYG Position: Q1 2026 in Review

Clearstead Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 2.6% in Q1 2026, buying an estimated $29.5K and bringing the position to 14,622 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #475.

Clearstead Advisors first reported a position in HYG in Q4 2016 and has held it in 31 quarters since. The position peaked at $1.35M in Q4 2024. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

  • Clearstead Advisors held 14,622 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.16M as of Q1 2026.
  • Clearstead Advisors bought 367 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $29.5K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Clearstead Advisors's portfolio in Q1 2026, its #475 holding.
  • Clearstead Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2016 and has held it in 31 quarters since.
  • Clearstead Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.35M in Q4 2024.
  • 978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.