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

Joseph Group 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	$355K	Sell	4,462 -790	-15%	-$63.5K	0.09%	57
2025 Q4	$423K	Sell	5,252 -347	-6%	-$28K	0.11%	56
2025 Q3	$455K	Buy	5,599 +5,298	+1,760%	+$427K	0.13%	52
2025 Q2	$24.3K	Buy	301 +96	+47%	+$7.56K	0.01%	84
2025 Q1	$16.2K	Buy	+205	New	+$16.3K	0.01%	85
2024 Q3	–	Sell	-151	Closed	-$11.6K	–	81
2024 Q2	$11.6K	Buy	151 +36	+31%	+$2.77K	0.01%	70
2024 Q1	$8.94K	Buy	+115	New	+$8.89K	﹤0.01%	83
2023 Q1	–	Sell	-310	Closed	-$23K	–	87
2022 Q4	$23K	Buy	+310	New	+$22.9K	0.02%	78

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

Joseph Group Capital Management's HYG Position: Q1 2026 in Review

Joseph Group Capital Management reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 15% in Q1 2026, selling an estimated $63.5K and leaving 4,462 shares worth $355K. The position accounts for 0.09% of the portfolio, ranked #57.

Joseph Group Capital Management first reported a position in HYG in Q4 2022 and has held it in 8 quarters since. The position peaked at $455K in Q3 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Joseph Group Capital Management held 4,462 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $355K as of Q1 2026.
Joseph Group Capital Management sold 790 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $63.5K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.09% of Joseph Group Capital Management's portfolio in Q1 2026, its #57 holding.
Joseph Group Capital Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and has held it in 8 quarters since.
Joseph Group Capital Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $455K in Q3 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.