CX Institutional’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

CX Institutional’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	$15K	Sell	187 -219	-54%	-$17.5K	﹤0.01%	1232
2026 Q1	$32K	Buy	406 +151	+59%	+$12.1K	﹤0.01%	1038
2025 Q4	$21K	Sell	255 -245	-49%	-$19.7K	﹤0.01%	1096
2025 Q3	$41K	Sell	500 -28	-5%	-$2.26K	﹤0.01%	971
2025 Q2	$43K	Sell	528 -2,039	-79%	-$161K	﹤0.01%	879
2025 Q1	$203K	Buy	+2,567	New	+$204K	0.01%	596
2024 Q4	–	Sell	-143,009	Closed	-$11.5M	–	565
2024 Q3	$11.5M	Buy	143,009 +6,275	+5%	+$494K	0.51%	53
2024 Q2	$10.5M	Sell	136,734 -3,485	-2%	-$268K	0.5%	57
2024 Q1	$10.9M	Buy	140,219 +16,198	+13%	+$1.25M	0.52%	52
2023 Q4	$9.6M	Sell	124,021 -5,076	-4%	-$378K	0.51%	54
2023 Q3	$9.5M	Buy	129,097 +13,636	+12%	+$1.02M	0.52%	52
2023 Q2	$8.67M	Sell	115,461 -4,726	-4%	-$353K	0.45%	60
2023 Q1	$9.05M	Sell	120,187 -97,939	-45%	-$7.34M	0.48%	59
2022 Q4	$16.1M	Buy	218,126 +14,803	+7%	+$1.09M	0.98%	22
2022 Q3	$14.5M	Buy	203,323 +151,386	+291%	+$11.4M	1.01%	21
2022 Q2	$3.82M	Sell	51,937 -2,478	-5%	-$193K	0.29%	89
2022 Q1	$4.48M	Sell	54,415 -1,634	-3%	-$137K	0.36%	78
2021 Q4	$4.88M	Sell	56,049 -9,891	-15%	-$858K	0.39%	74
2021 Q3	$5.77M	Buy	65,940 +1,573	+2%	+$138K	0.47%	59
2021 Q2	$5.67M	Sell	64,367 -23,495	-27%	-$2.05M	0.47%	56
2021 Q1	$7.66M	Buy	87,862 +7,591	+9%	+$660K	0.68%	38
2020 Q4	$7.01M	Buy	80,271 +4,489	+6%	+$384K	0.67%	38
2020 Q3	$6.36M	Buy	75,782 +27,571	+57%	+$2.32M	0.69%	41
2020 Q2	$3.92M	Buy	+48,211	New	+$3.89M	0.51%	44
2019 Q3	–	Sell	-144	Closed	-$13K	–	868
2019 Q2	$13K	Buy	+144	New	+$12.4K	﹤0.01%	447
2018 Q4	–	Sell	-29	Closed	-$3K	–	542
2018 Q3	$3K	Buy	+29	New	+$2.49K	﹤0.01%	311

Other funds holding HYG

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

PAM

PartnerRe Asset Management Greenwich, Connecticut $142M AUM

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CX Institutional's HYG Position: Q2 2026 in Review

CX Institutional reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 54% in Q2 2026, selling an estimated $17.5K and leaving 187 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

CX Institutional first reported a position in HYG in Q3 2018 and has held it in 26 quarters since. The position peaked at $16.1M in Q4 2022. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

CX Institutional held 187 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $15K as of Q2 2026.
CX Institutional sold 219 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $17.5K.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1232 holding.
CX Institutional first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2018 and has held it in 26 quarters since.
CX Institutional's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $16.1M in Q4 2022.
262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.