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 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 $1.66T 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

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

Concurrent Investment Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 7.5% in Q1 2026, selling an estimated $115K and leaving 17,656 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #733.

Concurrent Investment Advisors first reported a position in HYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.77M in Q1 2024. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Concurrent Investment Advisors held 17,656 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.4M as of Q1 2026.
Concurrent Investment Advisors sold 1,430 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $115K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #733 holding.
Concurrent Investment Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.77M in Q1 2024.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.