Noesis Capital Mangement’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Noesis Capital Mangement’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	$308K	Sell	3,847 -290	-7%	-$23.2K	0.04%	102
2026 Q1	$329K	Sell	4,137 -489	-11%	-$39.3K	0.05%	91
2025 Q4	$373K	Sell	4,626 -682	-13%	-$55K	0.05%	86
2025 Q3	$431K	Sell	5,308 -182	-3%	-$14.7K	0.07%	75
2025 Q2	$443K	Sell	5,490 -165	-3%	-$13K	0.08%	77
2025 Q1	$446K	Hold	5,655	–	–	0.09%	69
2024 Q4	$445K	Hold	5,655	–	–	0.08%	73
2024 Q3	$454K	Sell	5,655 -1,100	-16%	-$86.5K	0.09%	73
2024 Q2	$521K	Sell	6,755 -240	-3%	-$18.5K	0.12%	65
2024 Q1	$544K	Sell	6,995 -660	-9%	-$51K	0.12%	64
2023 Q4	$592K	Sell	7,655 -350	-4%	-$26.1K	0.14%	63
2023 Q3	$590K	Hold	8,005	–	–	0.15%	61
2023 Q2	$601K	Sell	8,005 -180	-2%	-$13.4K	0.15%	63
2023 Q1	$618K	Hold	8,185	–	–	0.16%	59
2022 Q4	$603K	Hold	8,185	–	–	0.17%	59
2022 Q3	$584K	Sell	8,185 -400	-5%	-$30.2K	0.18%	58
2022 Q2	$632K	Sell	8,585 -160	-2%	-$12.4K	0.19%	55
2022 Q1	$720K	Sell	8,745 -560	-6%	-$46.8K	0.17%	56
2021 Q4	$810K	Sell	9,305 -2,720	-23%	-$236K	0.16%	55
2021 Q3	$1.05M	Sell	12,025 -60	-0.5%	-$5.26K	0.21%	49
2021 Q2	$1.06M	Buy	12,085 +125	+1%	+$10.9K	0.22%	49
2021 Q1	$1.04M	Buy	11,960 +700	+6%	+$60.9K	0.23%	49
2020 Q4	$983K	Buy	11,260 +750	+7%	+$64.2K	0.24%	49
2020 Q3	$882K	Sell	10,510 -170	-2%	-$14.3K	0.25%	51
2020 Q2	$872K	Sell	10,680 -2,845	-21%	-$229K	0.28%	47
2020 Q1	$1.04M	Buy	13,525 +195	+1%	+$16.5K	0.38%	43
2019 Q4	$1.17M	Buy	13,330 +985	+8%	+$85.7K	0.33%	43
2019 Q3	$1.08M	Sell	12,345 -150	-1%	-$13K	0.35%	43
2019 Q2	$1.09M	Buy	12,495 +100	+0.8%	+$8.63K	0.37%	41
2019 Q1	$1.07M	Buy	12,395 +1,985	+19%	+$169K	0.39%	42
2018 Q4	$844K	Sell	10,410 -100	-1%	-$8.37K	0.34%	45
2018 Q3	$908K	Sell	10,510 -210	-2%	-$18K	0.32%	45
2018 Q2	$912K	Sell	10,720 -4,008	-27%	-$343K	0.33%	45
2018 Q1	$1.26M	Sell	14,728 -450	-3%	-$38.9K	0.47%	38
2017 Q4	$1.32M	Sell	15,178 -100	-0.7%	-$8.78K	0.48%	39
2017 Q3	$1.36M	Buy	15,278 +140	+0.9%	+$12.4K	0.51%	40
2017 Q2	$1.34M	Buy	15,138 +2,275	+18%	+$200K	0.51%	41
2017 Q1	$1.13M	Sell	12,863 -325	-2%	-$28.4K	0.43%	46
2016 Q4	$1.14M	Sell	13,188 -30	-0.2%	-$2.58K	0.48%	42
2016 Q3	$1.15M	Buy	13,218 +225	+2%	+$19.4K	0.5%	42
2016 Q2	$1.1M	Sell	12,993 -683	-5%	-$56.8K	0.49%	43
2016 Q1	$1.12M	Sell	13,676 -1,081	-7%	-$85.8K	0.51%	40
2015 Q4	$1.19M	Sell	14,757 -2,985	-17%	-$248K	0.57%	38
2015 Q3	$1.48M	Sell	17,742 -651	-4%	-$56.4K	0.78%	31
2015 Q2	$1.63M	Sell	18,393 -300	-2%	-$27.1K	0.7%	31
2015 Q1	$1.69M	Buy	18,693 +855	+5%	+$77.3K	0.7%	32
2014 Q4	$1.6M	Buy	17,838 +3,795	+27%	+$346K	0.67%	35
2014 Q3	$1.29M	Buy	14,043 +3,800	+37%	+$355K	0.56%	38
2014 Q2	$975K	Hold	10,243	–	–	0.44%	57
2014 Q1	$967K	Buy	10,243 +734	+8%	+$68.8K	0.48%	55
2013 Q4	$883K	Sell	9,509 -202	-2%	-$18.8K	0.44%	61
2013 Q3	$889K	Buy	9,711 +126	+1%	+$11.6K	0.47%	62
2013 Q2	$871K	Buy	+9,585	New	+$900K	0.47%	67

Other funds holding HYG

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Noesis Capital Mangement's HYG Position: Q2 2026 in Review

Noesis Capital Mangement reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 7% in Q2 2026, selling an estimated $23.2K and leaving 3,847 shares worth $308K. The position accounts for 0.04% of the portfolio, ranked #102.

Noesis Capital Mangement first reported a position in HYG in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.69M in Q1 2015. 471 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Noesis Capital Mangement held 3,847 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $308K as of Q2 2026.
Noesis Capital Mangement sold 290 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $23.2K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.04% of Noesis Capital Mangement's portfolio in Q2 2026, its #102 holding.
Noesis Capital Mangement first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 53 quarters since.
Noesis Capital Mangement's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.69M in Q1 2015.
471 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Noesis Capital Mangement's 13F filing for Q2 2026, filed 4 Aug 2026.