SIAM
HYG icon

Sterling Investment Advisors (Missouri)’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Sterling Investment Advisors (Missouri)’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 		$4.41M Buy
55,117
+3,054
+6% +$244K 1.98% 16
2026
Q1 		$4.14M Buy
52,063
+888
+2% +$71.4K 1.99% 16
2025
Q4 		$4.13M Buy
51,175
+2,682
+6% +$216K 2% 16
2025
Q3 		$3.94M Buy
48,493
+10,426
+27% +$840K 1.95% 17
2025
Q2 		$4.16M Sell
38,067
-8,549
-18% -$674K 2.16% 14
2025
Q1 		$3.68M Buy
46,616
+284
+0.6% +$22.5K 2.07% 14
2024
Q4 		$3.64M Buy
46,332
+819
+2% +$65K 2.13% 15
2024
Q3 		$3.65M Buy
45,513
+1,564
+4% +$123K 2.06% 15
2024
Q2 		$3.39M Buy
43,949
+8
+0% +$615 2.07% 15
2024
Q1 		$3.42M Buy
43,941
+898
+2% +$69.4K 2% 16
2023
Q4 		$3.33M Sell
43,043
-2,745
-6% -$205K 2.07% 15
2023
Q3 		$3.38M Sell
45,788
-561
-1% -$41.9K 2.15% 16
2023
Q2 		$3.48M Sell
46,349
-16,505
-26% -$1.23M 2.21% 15
2023
Q1 		$4.75M Buy
62,854
+2,033
+3% +$152K 3.07% 13
2022
Q4 		$4.48M Buy
60,821
+371
+0.6% +$27.4K 3.06% 13
2022
Q3 		$4.32M Sell
60,450
-1,703
-3% -$129K 3.24% 11
2022
Q2 		$4.58M Sell
62,153
-502
-0.8% -$39K 3.14% 11
2022
Q1 		$5.16M Buy
62,655
+3,701
+6% +$309K 3.05% 11
2021
Q4 		$5.13M Buy
58,954
+3,047
+5% +$264K 2.92% 11
2021
Q3 		$4.89M Buy
55,907
+1,177
+2% +$103K 2.94% 11
2021
Q2 		$4.82M Buy
54,730
+1,276
+2% +$111K 2.92% 11
2021
Q1 		$4.66M Buy
53,454
+1,452
+3% +$126K 2.95% 11
2020
Q4 		$4.54M Buy
52,002
+3,081
+6% +$264K 3.01% 11
2020
Q3 		$4.11M Buy
48,921
+3,572
+8% +$301K 3.13% 11
2020
Q2 		$3.7M Buy
45,349
+1,088
+2% +$87.7K 2.97% 12
2020
Q1 		$3.41M Sell
44,261
-1,706
-4% -$144K 3.16% 12
2019
Q4 		$4.04M Sell
45,967
-879
-2% -$76.5K 3.11% 11
2019
Q3 		$4.08M Buy
46,846
+729
+2% +$63.3K 3.24% 11
2019
Q2 		$4.02M Buy
46,117
+641
+1% +$55.3K 3.2% 12
2019
Q1 		$3.93M Sell
45,476
-202
-0.4% -$17.2K 3.21% 12
2018
Q4 		$3.71M Sell
45,678
-674
-1% -$56.4K 3.29% 11
2018
Q3 		$4.01M Buy
46,352
+1,162
+3% +$99.8K 3.27% 12
2018
Q2 		$3.85M Buy
45,190
+1,188
+3% +$102K 3.24% 12
2018
Q1 		$3.77M Buy
44,002
+1,482
+3% +$128K 3.11% 12
2017
Q4 		$3.71M Buy
42,520
+1,055
+3% +$92.6K 3.07% 11
2017
Q3 		$3.68M Buy
41,465
+2,247
+6% +$198K 3.13% 11
2017
Q2 		$3.47M Buy
39,218
+1,132
+3% +$99.6K 3.16% 11
2017
Q1 		$3.34M Buy
38,086
+822
+2% +$71.8K 3.2% 10
2016
Q4 		$3.23M Buy
37,264
+152
+0.4% +$13.1K 3.32% 10
2016
Q3 		$3.24M Sell
37,112
-501
-1% -$43.1K 3.31% 11
2016
Q2 		$3.19M Sell
37,613
-326
-0.9% -$27.1K 3.26% 9
2016
Q1 		$3.1M Buy
37,939
+59
+0.2% +$4.68K 3.27% 9
2015
Q4 		$3.05M Buy
37,880
+1,901
+5% +$158K 3.29% 9
2015
Q3 		$3M Sell
35,979
-816
-2% -$70.7K 3.42% 10
2015
Q2 		$3.27M Sell
36,795
-3,596
-9% -$325K 3.47% 9
2015
Q1 		$3.66M Buy
40,391
+301
+0.8% +$27.2K 3.69% 9
2014
Q4 		$3.59M Buy
+40,090
New +$3.65M 3.71% 9

Other funds holding HYG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
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
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Sterling Investment Advisors (Missouri)'s HYG Position: Q2 2026 in Review

Sterling Investment Advisors (Missouri) increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 5.9% in Q2 2026, buying an estimated $244K and bringing the position to 55,117 shares worth $4.41M. The position accounts for 1.98% of the portfolio, ranked #16.

Sterling Investment Advisors (Missouri) first reported a position in HYG in Q4 2014 and has held it in 47 quarters since. The position peaked at $5.16M in Q1 2022. 601 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Sterling Investment Advisors (Missouri) held 55,117 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $4.41M as of Q2 2026.
  • Sterling Investment Advisors (Missouri) bought 3,054 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $244K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 1.98% of Sterling Investment Advisors (Missouri)'s portfolio in Q2 2026, its #16 holding.
  • Sterling Investment Advisors (Missouri) first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2014 and has held it in 47 quarters since.
  • Sterling Investment Advisors (Missouri)'s iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $5.16M in Q1 2022.
  • 601 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q2 2026, filed 9 Jul 2026.