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

Neumann 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
Q2 		$1.81M Sell
22,691
-383
-2% -$30.6K 1.2% 23
2026
Q1 		$1.84M Sell
23,074
-2,643
-10% -$213K 0.54% 44
2025
Q4 		$2.07M Sell
25,717
-433
-2% -$34.9K 0.6% 39
2025
Q3 		$2.12M Sell
26,150
-285
-1% -$23K 0.62% 37
2025
Q2 		$2.13M Sell
26,435
-319
-1% -$25.1K 0.67% 39
2025
Q1 		$2.11M Sell
26,754
-1,453
-5% -$115K 0.73% 38
2024
Q4 		$2.22M Sell
28,207
-188
-0.7% -$14.9K 0.74% 34
2024
Q3 		$2.28M Sell
28,395
-1,323
-4% -$104K 0.76% 34
2024
Q2 		$2.29M Sell
29,718
-4,533
-13% -$349K 0.79% 33
2024
Q1 		$2.66M Sell
34,251
-1,769
-5% -$137K 0.95% 30
2023
Q4 		$2.79M Sell
36,020
-824
-2% -$61.4K 1.11% 25
2023
Q3 		$2.72M Sell
36,844
-965
-3% -$72K 1.18% 24
2023
Q2 		$2.84M Sell
37,809
-12,601
-25% -$940K 1.18% 22
2023
Q1 		$3.81M Sell
50,410
-19,711
-28% -$1.48M 1.67% 15
2022
Q4 		$5.16M Sell
70,121
-587
-0.8% -$43.3K 2.42% 12
2022
Q3 		$5.05M Buy
70,708
+1,501
+2% +$113K 2.6% 12
2022
Q2 		$5.09M Buy
69,207
+401
+0.6% +$31.2K 2.58% 13
2022
Q1 		$5.66M Buy
68,806
+1,655
+2% +$138K 2.41% 13
2021
Q4 		$5.84M Buy
67,151
+2,153
+3% +$187K 2.38% 13
2021
Q3 		$5.69M Buy
64,998
+4,899
+8% +$430K 2.55% 14
2021
Q2 		$5.29M Buy
60,099
+945
+2% +$82.5K 2.38% 13
2021
Q1 		$5.16M Sell
59,154
-6,339
-10% -$551K 2.45% 12
2020
Q4 		$5.72M Sell
65,493
-451
-0.7% -$38.6K 2.89% 11
2020
Q3 		$5.53M Sell
65,944
-1,438
-2% -$121K 3.18% 12
2020
Q2 		$5.5M Buy
67,382
+2,428
+4% +$196K 3.37% 10
2020
Q1 		$5.01M Buy
64,954
+3,258
+5% +$275K 3.64% 9
2019
Q4 		$5.43M Sell
61,696
-3,900
-6% -$339K 3.15% 10
2019
Q3 		$5.72M Sell
65,596
-2,078
-3% -$180K 3.53% 10
2019
Q2 		$5.9M Buy
67,674
+728
+1% +$62.8K 3.66% 9
2019
Q1 		$5.79M Buy
66,946
+4,622
+7% +$392K 3.7% 8
2018
Q4 		$5.05M Sell
62,324
-8
-0% -$670 3.81% 7
2018
Q3 		$5.39M Buy
62,332
+1,225
+2% +$105K 3.17% 10
2018
Q2 		$5.2M Buy
61,107
+3,016
+5% +$258K 3.26% 9
2018
Q1 		$4.97M Buy
58,091
+1,786
+3% +$154K 3.17% 9
2017
Q4 		$4.91M Sell
56,305
-480
-0.8% -$42.1K 3.01% 8
2017
Q3 		$5.04M Buy
56,785
+598
+1% +$52.8K 3.12% 10
2017
Q2 		$4.97M Buy
56,187
+3,706
+7% +$326K 3.2% 10
2017
Q1 		$4.61M Buy
52,481
+1,778
+4% +$155K 2.99% 10
2016
Q4 		$4.39M Buy
50,703
+1,155
+2% +$99.5K 2.83% 12
2016
Q3 		$4.32M Buy
49,548
+250
+0.5% +$21.5K 2.87% 11
2016
Q2 		$4.18M Buy
49,298
+105
+0.2% +$8.73K 2.77% 13
2016
Q1 		$4.02M Buy
49,193
+590
+1% +$46.8K 2.65% 13
2015
Q4 		$3.92M Sell
48,603
-3,210
-6% -$267K 2.72% 12
2015
Q3 		$4.32M Hold
51,813
– – 3.05% 12
2015
Q2 		$4.6M Buy
51,813
+625
+1% +$56.5K 2.94% 12
2015
Q1 		$4.64M Buy
51,188
+1,680
+3% +$152K 2.96% 12
2014
Q4 		$4.44M Buy
+49,508
New +$4.51M 2.89% 11

Other funds holding HYG

JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $142M AUM
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Neumann Capital Management's HYG Position: Q2 2026 in Review

Neumann Capital Management reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1.7% in Q2 2026, selling an estimated $30.6K and leaving 22,691 shares worth $1.81M. The position accounts for 1.2% of the portfolio, ranked #23.

Neumann Capital Management first reported a position in HYG in Q4 2014 and has held it in 47 quarters since. The position peaked at $5.9M in Q2 2019. 378 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Neumann Capital Management held 22,691 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.81M as of Q2 2026.
  • Neumann Capital Management sold 383 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $30.6K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 1.2% of Neumann Capital Management's portfolio in Q2 2026, its #23 holding.
  • Neumann Capital Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2014 and has held it in 47 quarters since.
  • Neumann Capital Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $5.9M in Q2 2019.
  • 378 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Neumann Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.