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

Sierra Capital’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	$1.63M	Buy	20,506 +513	+3%	+$41.3K	0.18%	97
2025 Q4	$1.61M	Buy	19,993 +60	+0.3%	+$4.84K	0.17%	94
2025 Q3	$1.62M	Sell	19,933 -1,249	-6%	-$101K	0.18%	101
2025 Q2	$1.71M	Buy	21,182 +2,726	+15%	+$215K	0.2%	99
2025 Q1	$1.46M	Buy	18,456 +2,645	+17%	+$210K	0.18%	99
2024 Q4	$1.24M	Buy	15,811 +65	+0.4%	+$5.16K	0.15%	108
2024 Q3	$1.26M	Sell	15,746 -7,661	-33%	-$603K	0.15%	108
2024 Q2	$1.81M	Sell	23,407 -1,720	-7%	-$132K	0.24%	88
2024 Q1	$1.95M	Sell	25,127 -168	-0.7%	-$13K	0.26%	85
2023 Q4	$1.96M	Sell	25,295 -1,500	-6%	-$112K	0.29%	80
2023 Q3	$1.98M	Sell	26,795 -3,384	-11%	-$253K	0.32%	73
2023 Q2	$2.27M	Sell	30,179 -4,360	-13%	-$325K	0.36%	67
2023 Q1	$2.61M	Buy	34,539 +17,036	+97%	+$1.28M	0.42%	57
2022 Q4	$1.29M	Buy	17,503 +11,078	+172%	+$817K	0.22%	89
2022 Q3	$459K	Buy	6,425 +456	+8%	+$34.5K	0.09%	129
2022 Q2	$439K	Buy	5,969 +257	+4%	+$20K	0.08%	138
2022 Q1	$470K	Sell	5,712 -1,249	-18%	-$104K	0.07%	143
2021 Q4	$606K	Buy	6,961 +467	+7%	+$40.5K	0.09%	131
2021 Q3	$565K	Buy	6,494 +432	+7%	+$37.9K	0.1%	128
2021 Q2	$534K	Buy	6,062 +25	+0.4%	+$2.18K	0.1%	120
2021 Q1	$526K	Buy	+6,037	New	+$525K	0.1%	117

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

Sierra Capital's HYG Position: Q1 2026 in Review

Sierra Capital increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 2.6% in Q1 2026, buying an estimated $41.3K and bringing the position to 20,506 shares worth $1.63M. The position accounts for 0.18% of the portfolio, ranked #97.

Sierra Capital first reported a position in HYG in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.61M in Q1 2023. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Sierra Capital held 20,506 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.63M as of Q1 2026.
Sierra Capital bought 513 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $41.3K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.18% of Sierra Capital's portfolio in Q1 2026, its #97 holding.
Sierra Capital first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2021 and has held it in 21 quarters since.
Sierra Capital's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.61M in Q1 2023.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Sierra Capital's 13F filing for Q1 2026, filed 15 May 2026.