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Disclosery

Boltwood Capital Management: HYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Boltwood Capital Management on HYG, newest first. How the timeline and the estimate are built.

Boltwood Capital Management held 81,600 HYG shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 81,600 shares
    Change vs previous 13F -2,040 shares

    1.42% of the 13F portfolio, value $6,300,336.

    13F-HR 0001563690-26-000005 filed by Boltwood Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 83,640 shares
    Change vs previous 13F -3,865 shares

    1.53% of the 13F portfolio, value $6,688,691.

    13F-HR 0001563690-26-000003 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 87,505 shares
    Change vs previous 13F -2,530 shares

    1.78% of the 13F portfolio, value $6,961,898.

    13F-HR 0001563690-26-000002 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 90,035 shares
    Change vs previous 13F +2,069 shares

    1.89% of the 13F portfolio, value $7,259,522.

    13F-HR 0001563690-26-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 87,966 shares
    Change vs previous 13F +382 shares

    1.9% of the 13F portfolio, value $7,141,960.

    13F-HR 0001563690-25-000008 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 87,584 shares
    Change vs previous 13F +20,184 shares

    2.01% of the 13F portfolio, value $7,063,650.

    13F-HR 0001563690-25-000006 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 67,400 shares
    Change vs previous 13F +965 shares

    1.62% of the 13F portfolio, value $5,317,186.

    13F-HR 0001563690-25-000005 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 66,435 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $5,225,113.

    13F-HR 0001563690-25-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).