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 Q3	$742K	Sell	9,611 -1,936	-17%	-$153K	0.66%	41
2026 Q2	$923K	Sell	11,547 -307	-3%	-$24.6K	0.82%	34
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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Objective Capital Management's HYG Position: Q3 2026 in Review

Objective Capital Management reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 17% in Q3 2026, selling an estimated $153K and leaving 9,611 shares worth $742K. The position accounts for 0.66% of the portfolio, ranked #41.

Objective Capital Management first reported a position in HYG in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.19M in Q1 2025. 201 funds tracked by Wall St. Rank hold HYG as of Q3 2026.

Objective Capital Management held 9,611 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $742K as of Q3 2026.
Objective Capital Management sold 1,936 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2026, an estimated $153K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.66% of Objective Capital Management's portfolio in Q3 2026, its #41 holding.
Objective Capital Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and has held it in 13 quarters since.
Objective Capital Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.19M in Q1 2025.
201 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2026.

Based on Objective Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.