McCarthy & Cox’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

McCarthy & Cox’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	$215K	Sell	2,667 -2,591	-49%	-$209K	2.61%	16
2025 Q3	$427K	Hold	5,258	–	–	0.1%	44
2025 Q2	$424K	Hold	5,258	–	–	0.11%	42
2025 Q1	$415K	Buy	5,258 +2,598	+98%	+$206K	0.18%	36
2024 Q4	$209K	Hold	2,660	–	–	0.07%	62
2024 Q3	$214K	Hold	2,660	–	–	0.08%	55
2024 Q2	$205K	Hold	2,660	–	–	0.08%	51
2024 Q1	$207K	Buy	+2,660	New	+$206K	0.08%	48

Other funds holding HYG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

McCarthy & Cox's HYG Position: Q4 2025 in Review

McCarthy & Cox reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 49% in Q4 2025, selling an estimated $209K and leaving 2,667 shares worth $215K. The position accounts for 2.61% of the portfolio, ranked #16.

McCarthy & Cox first reported a position in HYG in Q1 2024 and has held it in 8 quarters since. The position peaked at $427K in Q3 2025. 1,002 funds tracked by Wall St. Rank hold HYG as of Q4 2025.

McCarthy & Cox held 2,667 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $215K as of Q4 2025.
McCarthy & Cox sold 2,591 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2025, an estimated $209K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 2.61% of McCarthy & Cox's portfolio in Q4 2025, its #16 holding.
McCarthy & Cox first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2024 and has held it in 8 quarters since.
McCarthy & Cox's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $427K in Q3 2025.
1,002 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.