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

Advisors 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
2025 Q1	–	Sell	-5,033	Closed	-$396K	–	514
2024 Q4	$396K	Buy	+5,033	New	+$400K	0.01%	409
2024 Q3	–	Sell	-3,780	Closed	-$292K	–	504
2024 Q2	$292K	Buy	+3,780	New	+$291K	0.01%	421
2023 Q4	–	Sell	-3,418	Closed	-$252K	–	469
2023 Q3	$252K	Buy	+3,418	New	+$255K	0.01%	372

Other funds holding HYG

CCMG

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JSTA

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCIM

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

Advisors Capital Management's HYG Position: Q1 2025 in Review

Advisors Capital Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2025, closing a stake of 5,033 shares — an estimated $396K sold.

Advisors Capital Management first reported a position in HYG in Q3 2023 and held it in 3 quarters. The position peaked at $396K in Q4 2024. 928 funds tracked by Wall St. Rank hold HYG as of Q1 2025.

Advisors Capital Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Advisors Capital Management sold 5,033 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2025, an estimated $396K.
Advisors Capital Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2023 and held it in 3 quarters.
Advisors Capital Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $396K in Q4 2024.
928 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2025.

Based on Advisors Capital Management's 13F filing for Q1 2025, filed 27 May 2025.