Clearstead Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.16M | Sell |
14,460
-162
| -1% | -$13K | 0.01% | 512 |
|
|
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 | Buy |
5,568
+2
| +0% | +$149 | 0.02% | 332 |
|
|
2023
Q3 | $410K | Buy |
5,566
+513
| +10% | +$38.3K | 0.03% | 321 |
|
|
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
CCMG
JSTA
OTPPB
AAMU
Clearstead Advisors's HYG Position: Q2 2026 in Review
Clearstead Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1.1% in Q2 2026, selling an estimated $13K and leaving 14,460 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #512.
Clearstead Advisors first reported a position in HYG in Q4 2016 and has held it in 32 quarters since. The position peaked at $1.35M in Q4 2024. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.
- Clearstead Advisors held 14,460 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.16M as of Q2 2026.
- Clearstead Advisors sold 162 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $13K.
- iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #512 holding.
- Clearstead Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2016 and has held it in 32 quarters since.
- Clearstead Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.35M in Q4 2024.
- 988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.