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Trail Ridge Investment Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Trail Ridge Investment Advisors’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
Q3 		$506K Buy
+6,549
New +$519K 0.21% 69
2022
Q4 		– Sell
-4,512
Closed -$336K – 121
2022
Q3 		$336K Sell
4,512
-6,289
-58% -$475K 0.22% 101
2022
Q2 		$795K Buy
10,801
+4,241
+65% +$330K 0.54% 56
2022
Q1 		$540K Sell
6,560
-2,164
-25% -$181K 0.33% 83
2021
Q4 		$759K Buy
+8,724
New +$757K 0.46% 63

Other funds holding HYG

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
APU
Acasta Partners UK London $223M AUM 3.18% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return

Trail Ridge Investment Advisors's HYG Position: Q3 2026 in Review

Trail Ridge Investment Advisors opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2026: 6,549 shares worth $506K. The stake represents 0.21% of the portfolio and ranks #69 among its holdings. This is a return to the name: Trail Ridge Investment Advisors previously reported a position in HYG as recently as Q3 2022.

Trail Ridge Investment Advisors first reported a position in HYG in Q4 2021 and has held it in 5 quarters since. The position peaked at $795K in Q2 2022. 135 funds tracked by Wall St. Rank hold HYG as of Q3 2026.

  • Trail Ridge Investment Advisors held 6,549 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $506K as of Q3 2026.
  • iShares iBoxx $ High Yield Corporate Bond ETF was a new Trail Ridge Investment Advisors position in Q3 2026.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.21% of Trail Ridge Investment Advisors's portfolio in Q3 2026, its #69 holding.
  • Trail Ridge Investment Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and has held it in 5 quarters since.
  • Trail Ridge Investment Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $795K in Q2 2022.
  • 135 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.