Luther King Capital Management (LKCM)’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Luther King Capital Management (LKCM)’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	–	Hold	0	–	–	–	570
2025 Q4	–	Hold	0	–	–	–	506
2025 Q3	–	Hold	0	–	–	–	442
2025 Q2	–	Hold	0	–	–	–	399
2025 Q1	–	Hold	0	–	–	–	398
2024 Q4	–	Hold	0	–	–	–	393
2024 Q3	–	Hold	0	–	–	–	374
2024 Q2	–	Hold	0	–	–	–	373
2024 Q1	–	Hold	0	–	–	–	383
2023 Q4	–	Hold	0	–	–	–	377
2023 Q3	–	Hold	0	–	–	–	200
2023 Q2	–	Hold	0	–	–	–	186
2021 Q2	–	Hold	0	–	–	–	577
2013 Q3	–	Sell	-35,342	Closed	-$3.21M	–	682
2013 Q2	$3.21M	Buy	+35,342	New	+$3.32M	0.03%	295

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

Luther King Capital Management (LKCM)'s HYG Position: Q1 2026 in Review

Luther King Capital Management (LKCM) held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q1 2026 at 0 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Luther King Capital Management (LKCM) first reported a position in HYG in Q2 2013 and has held it in 1 quarter since. The position peaked at $3.21M in Q2 2013. 979 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Luther King Capital Management (LKCM) held 0 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $222K as of Q1 2026.
Luther King Capital Management (LKCM) left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q1 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q1 2026, its #570 holding.
Luther King Capital Management (LKCM) first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 1 quarter since.
Luther King Capital Management (LKCM)'s iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.21M in Q2 2013.
979 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2026, filed 11 May 2026.