Howard Capital Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Howard Capital Management’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	$27.7M	Sell	348,192 -20,869	-6%	-$1.68M	0.45%	25
2025 Q4	$29.8M	Buy	369,061 +13,374	+4%	+$1.08M	0.39%	31
2025 Q3	$28.9M	Buy	355,687 +4,292	+1%	+$346K	0.38%	32
2025 Q2	$28.3M	Buy	351,395 +3,653	+1%	+$288K	0.42%	28
2025 Q1	$27.4M	Buy	347,742 +1,002	+0.3%	+$79.5K	0.69%	21
2024 Q4	$27.3M	Sell	346,740 -20	-0%	-$1.59K	0.42%	28
2024 Q3	$27.8M	Buy	346,760 +330,097	+1,981%	+$26M	0.46%	25
2024 Q2	$1.29M	Buy	16,663 +1,558	+10%	+$120K	0.13%	44
2024 Q1	$1.17M	Buy	+15,105	New	+$1.17M	0.13%	45
2022 Q1	–	Sell	-35,494	Closed	-$3.1M	–	49
2021 Q4	$3.1M	Buy	35,494 +2,292	+7%	+$199K	0.38%	17
2021 Q3	$2.9M	Buy	+33,202	New	+$2.91M	0.43%	17
2018 Q4	–	Sell	-348,605	Closed	-$30.1M	–	34
2018 Q3	$30.1M	Buy	348,605 +150,943	+76%	+$13M	2.91%	6
2018 Q2	$16.9M	Buy	197,662 +64,556	+48%	+$5.53M	1.85%	7
2018 Q1	$11.4M	Hold	133,106	–	–	1.44%	18
2017 Q4	$11.6M	Buy	+133,106	New	+$11.7M	1.85%	7

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

Howard Capital Management's HYG Position: Q1 2026 in Review

Howard Capital Management reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 5.7% in Q1 2026, selling an estimated $1.68M and leaving 348,192 shares worth $27.7M. The position accounts for 0.45% of the portfolio, ranked #25.

Howard Capital Management first reported a position in HYG in Q4 2017 and has held it in 15 quarters since. The position peaked at $30.1M in Q3 2018. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Howard Capital Management held 348,192 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $27.7M as of Q1 2026.
Howard Capital Management sold 20,869 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $1.68M.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.45% of Howard Capital Management's portfolio in Q1 2026, its #25 holding.
Howard Capital Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and has held it in 15 quarters since.
Howard Capital Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $30.1M in Q3 2018.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Howard Capital Management's 13F filing for Q1 2026, filed 5 May 2026.