AAFMAA Wealth Management & Trust’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

AAFMAA Wealth Management & Trust’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
2025 Q2	–	Sell	-86,852	Closed	-$6.85M	–	85
2025 Q1	$6.85M	Sell	86,852 -73,356	-46%	-$5.82M	3.11%	5
2024 Q4	$12.6M	Buy	160,208 +5,740	+4%	+$456K	5.52%	2
2024 Q3	$12.4M	Buy	154,468 +3,867	+3%	+$304K	5.47%	2
2024 Q2	$11.6M	Buy	150,601 +3,104	+2%	+$239K	5.72%	2
2024 Q1	$11.5M	Buy	147,497 +16,508	+13%	+$1.28M	6.26%	2
2023 Q4	$10.1M	Buy	+130,989	New	+$9.77M	5.75%	2

Other funds holding HYG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AAFMAA Wealth Management & Trust's HYG Position: Q2 2025 in Review

AAFMAA Wealth Management & Trust sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2025, closing a stake of 86,852 shares — an estimated $6.85M sold.

AAFMAA Wealth Management & Trust first reported a position in HYG in Q4 2023 and held it in 6 quarters. The position peaked at $12.6M in Q4 2024. 924 funds tracked by Wall St. Rank hold HYG as of Q2 2025.

AAFMAA Wealth Management & Trust reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
AAFMAA Wealth Management & Trust sold 86,852 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2025, an estimated $6.85M.
AAFMAA Wealth Management & Trust first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and held it in 6 quarters.
AAFMAA Wealth Management & Trust's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $12.6M in Q4 2024.
924 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2025.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2025, filed 16 Jul 2025.