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

Objective 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	$943K	Sell	11,854 -1,467	-11%	-$118K	0.95%	30
2025 Q4	$1.07M	Sell	13,321 -909	-6%	-$73.3K	1.09%	23
2025 Q3	$1.16M	Sell	14,230 -465	-3%	-$37.5K	1.2%	22
2025 Q2	$1.19M	Sell	14,695 -384	-3%	-$30.3K	1.33%	22
2025 Q1	$1.19M	Sell	15,079 -3	-0%	-$238	1.52%	18
2024 Q4	$1.19M	Buy	15,082 +2,508	+20%	+$199K	0.79%	36
2024 Q3	$1.01M	Buy	+12,574	New	+$989K	0.59%	44
2024 Q1	$898K	Buy	11,549 +1,347	+13%	+$104K	0.61%	43
2023 Q4	$790K	Buy	10,202 +3,245	+47%	+$242K	0.6%	39
2023 Q3	$513K	Buy	+6,957	New	+$519K	0.46%	51
2022 Q1	–	Sell	-4,714	Closed	-$410K	–	122
2021 Q4	$410K	Buy	+4,714	New	+$409K	0.29%	75

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

Objective Capital Management's HYG Position: Q1 2026 in Review

Objective Capital Management reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 11% in Q1 2026, selling an estimated $118K and leaving 11,854 shares worth $943K. The position accounts for 0.95% of the portfolio, ranked #30.

Objective Capital Management first reported a position in HYG in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.19M in Q1 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Objective Capital Management held 11,854 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $943K as of Q1 2026.
Objective Capital Management sold 1,467 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $118K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.95% of Objective Capital Management's portfolio in Q1 2026, its #30 holding.
Objective Capital Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and has held it in 11 quarters since.
Objective Capital Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.19M in Q1 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Objective Capital Management's 13F filing for Q1 2026, filed 4 May 2026.