Harbor Investment Advisory’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Harbor Investment Advisory’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
2025 Q4	–	Sell	-80	Closed	-$6.5K	–	1252
2025 Q3	$6.5K	Hold	80	–	–	﹤0.01%	975
2025 Q2	$6.45K	Hold	80	–	–	﹤0.01%	965
2025 Q1	$6.31K	Hold	80	–	–	﹤0.01%	948
2024 Q4	$6.29K	Hold	80	–	–	﹤0.01%	947
2024 Q3	$6.42K	Sell	80 -43	-35%	-$3.38K	﹤0.01%	946
2024 Q2	$9.49K	Sell	123 -108	-47%	-$8.3K	﹤0.01%	868
2024 Q1	$18K	Buy	231 +43	+23%	+$3.32K	﹤0.01%	751
2023 Q4	$14.5K	Hold	188	–	–	﹤0.01%	771
2023 Q3	$13.9K	Hold	188	–	–	﹤0.01%	744
2023 Q2	$14.1K	Hold	188	–	–	﹤0.01%	964
2023 Q1	$14.2K	Hold	188	–	–	﹤0.01%	974
2022 Q4	$13.8K	Hold	188	–	–	﹤0.01%	966
2022 Q3	$13K	Hold	188	–	–	﹤0.01%	993
2022 Q2	$14K	Hold	188	–	–	﹤0.01%	970
2022 Q1	$15K	Hold	188	–	–	﹤0.01%	988
2021 Q4	$16K	Hold	188	–	–	﹤0.01%	975
2021 Q3	$16K	Hold	188	–	–	﹤0.01%	975
2021 Q2	$17K	Hold	188	–	–	﹤0.01%	929
2021 Q1	$16K	Hold	188	–	–	﹤0.01%	906
2020 Q4	$16K	Buy	188 +108	+135%	+$9.25K	﹤0.01%	855
2020 Q3	$7K	Hold	80	–	–	﹤0.01%	895
2020 Q2	$7K	Buy	+80	New	+$6.45K	﹤0.01%	831
2020 Q1	–	Sell	-71	Closed	-$6K	–	1094
2019 Q4	$6K	Buy	+71	New	+$6.18K	﹤0.01%	694

Other funds holding HYG

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

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

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

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

OTPPB

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

JSTA

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Harbor Investment Advisory's HYG Position: Q4 2025 in Review

Harbor Investment Advisory sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2025, closing a stake of 80 shares — an estimated $6.5K sold.

Harbor Investment Advisory first reported a position in HYG in Q4 2019 and held it in 23 quarters. The position peaked at $18K in Q1 2024. 1,003 funds tracked by Wall St. Rank hold HYG as of Q4 2025.

Harbor Investment Advisory reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Harbor Investment Advisory sold 80 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2025, an estimated $6.5K.
Harbor Investment Advisory first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and held it in 23 quarters.
Harbor Investment Advisory's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $18K in Q1 2024.
1,003 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2025.

Based on Harbor Investment Advisory's 13F filing for Q4 2025, filed 7 Jan 2026.