Sanibel Captiva Trust Company’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Sanibel Captiva Trust Company’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	$1.31M	Sell	16,421 -148	-0.9%	-$11.8K	0.03%	231
2026 Q1	$1.32M	Sell	16,569 -758	-4%	-$61K	0.04%	218
2025 Q4	$1.4M	Sell	17,327 -463	-3%	-$37.3K	0.04%	208
2025 Q3	$1.44M	Sell	17,790 -140	-0.8%	-$11.3K	0.04%	205
2025 Q2	$1.45M	Sell	17,930 -773	-4%	-$60.9K	0.04%	194
2025 Q1	$1.48M	Buy	18,703 +155	+0.8%	+$12.3K	0.05%	190
2024 Q4	$1.46M	Sell	18,548 -575	-3%	-$45.6K	0.05%	190
2024 Q3	$1.54M	Sell	19,123 -113	-0.6%	-$8.89K	0.05%	185
2024 Q2	$1.48M	Sell	19,236 -2,050	-10%	-$158K	0.05%	179
2024 Q1	$1.65M	Buy	21,286 +7,970	+60%	+$616K	0.06%	167
2023 Q4	$1.03M	Buy	+13,316	New	+$993K	0.04%	188

Other funds holding HYG

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Sanibel Captiva Trust Company's HYG Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.89% in Q2 2026, selling an estimated $11.8K and leaving 16,421 shares worth $1.31M. The position accounts for 0.03% of the portfolio, ranked #231.

Sanibel Captiva Trust Company first reported a position in HYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.65M in Q1 2024. 360 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Sanibel Captiva Trust Company held 16,421 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.31M as of Q2 2026.
Sanibel Captiva Trust Company sold 148 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $11.8K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.03% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #231 holding.
Sanibel Captiva Trust Company first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Sanibel Captiva Trust Company's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.65M in Q1 2024.
360 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.