Concord Investment Counsel’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Concord Investment Counsel’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 Q2	$1.24M	Buy	15,553 +611	+4%	+$48.9K	0.34%	32
2026 Q1	$1.19M	Sell	14,942 -946	-6%	-$76.1K	0.4%	30
2025 Q4	$1.28M	Sell	15,888 -737	-4%	-$59.4K	0.42%	28
2025 Q3	$1.35M	Buy	+16,625	New	+$1.34M	0.43%	28
2024 Q1	$1.54M	Buy	+19,792	New	+$1.53M	0.56%	29

Other funds holding HYG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Concord Investment Counsel's HYG Position: Q2 2026 in Review

Concord Investment Counsel increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 4.1% in Q2 2026, buying an estimated $48.9K and bringing the position to 15,553 shares worth $1.24M. The position accounts for 0.34% of the portfolio, ranked #32.

Concord Investment Counsel first reported a position in HYG in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.54M in Q1 2024. 984 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Concord Investment Counsel held 15,553 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.24M as of Q2 2026.
Concord Investment Counsel bought 611 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $48.9K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.34% of Concord Investment Counsel's portfolio in Q2 2026, its #32 holding.
Concord Investment Counsel first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2024 and has held it in 5 quarters since.
Concord Investment Counsel's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.54M in Q1 2024.
984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Concord Investment Counsel's 13F filing for Q2 2026, filed 12 Aug 2026.