Clune & Associates’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Clune & Associates’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	–	Sell	-3,220	Closed	-$260K	–	168
2025 Q4	$260K	Buy	3,220 +53	+2%	+$4.27K	0.06%	147
2025 Q3	$257K	Buy	3,167 +39	+1%	+$3.14K	0.06%	136
2025 Q2	$252K	Buy	3,128 +40	+1%	+$3.15K	0.07%	133
2025 Q1	$244K	Buy	+3,088	New	+$245K	0.07%	126

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

Clune & Associates's HYG Position: Q1 2026 in Review

Clune & Associates sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2026, closing a stake of 3,220 shares — an estimated $260K sold.

Clune & Associates first reported a position in HYG in Q1 2025 and held it in 4 quarters. The position peaked at $260K in Q4 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Clune & Associates reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Clune & Associates sold 3,220 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $260K.
Clune & Associates first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2025 and held it in 4 quarters.
Clune & Associates's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $260K in Q4 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Clune & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.