Sterling Investment Counsel’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Sterling Investment Counsel’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	$1.1M	Buy	13,802 +104	+0.8%	+$8.32K	0.26%	65
2026 Q1	$1.09M	Sell	13,698 -2,683	-16%	-$216K	0.31%	61
2025 Q4	$1.29M	Buy	+16,381	New	+$1.32M	0.37%	53
2025 Q3	–	Sell	-14,288	Closed	-$1.15M	–	150
2025 Q2	$1.15M	Sell	14,288 -2,784	-16%	-$219K	0.68%	24
2025 Q1	$1.35M	Buy	17,072 +2,597	+18%	+$206K	0.46%	41
2024 Q4	$1.14M	Sell	14,475 -3,220	-18%	-$256K	0.75%	24
2024 Q3	$1.42M	Hold	17,695	–	–	0.51%	40
2024 Q2	$1.36M	Sell	17,695 -2,630	-13%	-$202K	0.54%	35
2024 Q1	$1.58M	Buy	20,325 +2,621	+15%	+$203K	0.73%	28
2023 Q4	$1.37M	Buy	17,704 +32	+0.2%	+$2.39K	0.7%	28
2023 Q3	$1.3M	Sell	17,672 -583	-3%	-$43.5K	0.75%	25
2023 Q2	$1.37M	Buy	18,255 +8,900	+95%	+$664K	0.74%	24
2023 Q1	$707K	Sell	9,355 -9,882	-51%	-$740K	0.42%	42
2022 Q4	$1.42M	Buy	19,237 +10,341	+116%	+$762K	0.88%	21
2022 Q3	$635K	Buy	8,896 +590	+7%	+$44.6K	0.46%	39
2022 Q2	$611K	Hold	8,306	–	–	0.47%	37
2022 Q1	$684K	Sell	8,306 -15,507	-65%	-$1.3M	0.46%	39
2021 Q4	$2.07M	Buy	+23,813	New	+$2.07M	1.4%	13

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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sterling Investment Counsel's HYG Position: Q2 2026 in Review

Sterling Investment Counsel increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.76% in Q2 2026, buying an estimated $8.32K and bringing the position to 13,802 shares worth $1.1M. The position accounts for 0.26% of the portfolio, ranked #65.

Sterling Investment Counsel first reported a position in HYG in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.07M in Q4 2021. 327 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Sterling Investment Counsel held 13,802 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.1M as of Q2 2026.
Sterling Investment Counsel bought 104 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $8.32K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.26% of Sterling Investment Counsel's portfolio in Q2 2026, its #65 holding.
Sterling Investment Counsel first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
Sterling Investment Counsel's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.07M in Q4 2021.
327 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.