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

Concurrent 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 Q2	$1.47M	Buy	18,341 +685	+4%	+$54.8K	0.01%	831
2026 Q1	$1.4M	Sell	17,656 -1,430	-7%	-$115K	0.02%	733
2025 Q4	$1.54M	Buy	19,086 +4,193	+28%	+$338K	0.02%	660
2025 Q3	$1.21M	Sell	14,893 -1,577	-10%	-$127K	0.02%	597
2025 Q2	$1.33M	Sell	16,470 -58	-0.4%	-$4.57K	0.03%	529
2025 Q1	$1.3M	Buy	16,528 +1,413	+9%	+$112K	0.03%	471
2024 Q4	$1.19M	Sell	15,115 -1,304	-8%	-$104K	0.03%	449
2024 Q3	$1.32M	Sell	16,419 -1,507	-8%	-$119K	0.04%	408
2024 Q2	$1.38M	Sell	17,926 -4,826	-21%	-$371K	0.05%	362
2024 Q1	$1.77M	Buy	22,752 +5,883	+35%	+$455K	0.07%	264
2023 Q4	$1.31M	Buy	+16,869	New	+$1.26M	0.06%	289

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

Concurrent Investment Advisors's HYG Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 3.9% in Q2 2026, buying an estimated $54.8K and bringing the position to 18,341 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #831.

Concurrent Investment Advisors first reported a position in HYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.77M in Q1 2024. 991 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Concurrent Investment Advisors held 18,341 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.47M as of Q2 2026.
Concurrent Investment Advisors bought 685 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $54.8K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #831 holding.
Concurrent Investment Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.77M in Q1 2024.
991 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.