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

Cohen Investment 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	$538K	Buy	6,767 +418	+7%	+$33.6K	0.26%	61
2025 Q4	$512K	Hold	6,349	–	–	0.24%	58
2025 Q3	$515K	Buy	6,349 +382	+6%	+$30.8K	0.25%	57
2025 Q2	$481K	Buy	5,967 +50	+0.8%	+$3.94K	0.25%	57
2025 Q1	$467K	Sell	5,917 -44	-0.7%	-$3.49K	0.27%	59
2024 Q4	$469K	Buy	5,961 +298	+5%	+$23.7K	0.28%	57
2024 Q3	$455K	Buy	5,663 +91	+2%	+$7.16K	0.28%	59
2024 Q2	$411K	Buy	5,572 +579	+12%	+$44.5K	0.33%	60
2024 Q1	$388K	Sell	4,993 -200	-4%	-$15.5K	0.25%	59
2023 Q4	$402K	Sell	5,193 -379	-7%	-$28.3K	0.3%	60
2023 Q3	$411K	Buy	5,572 +139	+3%	+$10.4K	0.33%	60
2023 Q2	$408K	Buy	5,433 +178	+3%	+$13.3K	0.33%	65
2023 Q1	$397K	Buy	5,255 +490	+10%	+$36.7K	0.31%	68
2022 Q4	$351K	Buy	4,765 +771	+19%	+$56.8K	0.29%	68
2022 Q3	$285K	Buy	3,994 +151	+4%	+$11.4K	0.26%	70
2022 Q2	$283K	Sell	3,843 -3,667	-49%	-$285K	0.24%	75
2022 Q1	$618K	Buy	7,510 +3,420	+84%	+$286K	0.46%	48
2021 Q4	$356K	Sell	4,090 -225	-5%	-$19.5K	0.25%	72
2021 Q3	$378K	Buy	4,315 +138	+3%	+$12.1K	0.29%	69
2021 Q2	$368K	Buy	4,177 +2	+0%	+$175	0.29%	71
2021 Q1	$364K	Sell	4,175 -137	-3%	-$11.9K	0.3%	69
2020 Q4	$376K	Buy	+4,312	New	+$369K	0.34%	63

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

Cohen Investment Advisors's HYG Position: Q1 2026 in Review

Cohen Investment Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 6.6% in Q1 2026, buying an estimated $33.6K and bringing the position to 6,767 shares worth $538K. The position accounts for 0.26% of the portfolio, ranked #61.

Cohen Investment Advisors first reported a position in HYG in Q4 2020 and has held it in 22 quarters since. The position peaked at $618K in Q1 2022. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Cohen Investment Advisors held 6,767 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $538K as of Q1 2026.
Cohen Investment Advisors bought 418 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $33.6K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.26% of Cohen Investment Advisors's portfolio in Q1 2026, its #61 holding.
Cohen Investment Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
Cohen Investment Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $618K in Q1 2022.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Cohen Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.