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

Sunbeam 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
Q2 		$1.62M Buy
20,259
+612
+3% +$49K 0.74% 28
2026
Q1 		$1.56M Buy
19,647
+173
+0.9% +$13.9K 0.89% 22
2025
Q4 		$1.57M Sell
19,474
-261
-1% -$21K 0.93% 21
2025
Q3 		$1.6M Sell
19,735
-355
-2% -$28.6K 1% 22
2025
Q2 		$1.62M Buy
20,090
+830
+4% +$65.4K 1.23% 19
2025
Q1 		$1.52M Buy
19,260
+155
+0.8% +$12.3K 1.45% 15
2024
Q4 		$1.5M Buy
+19,105
New +$1.52M 1.39% 18

Other funds holding HYG

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Sunbeam Capital Management's HYG Position: Q2 2026 in Review

Sunbeam Capital Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 3.1% in Q2 2026, buying an estimated $49K and bringing the position to 20,259 shares worth $1.62M. The position accounts for 0.74% of the portfolio, ranked #28.

Sunbeam Capital Management first reported a position in HYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.62M in Q2 2025. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Sunbeam Capital Management held 20,259 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.62M as of Q2 2026.
  • Sunbeam Capital Management bought 612 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $49K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.74% of Sunbeam Capital Management's portfolio in Q2 2026, its #28 holding.
  • Sunbeam Capital Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Sunbeam Capital Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.62M in Q2 2025.
  • 262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.