Alerus Financial’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Alerus Financial’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 Q3	–	Sell	-28	Closed	-$2.26K	–	549
2025 Q2	$2.26K	Buy	+28	New	+$2.21K	﹤0.01%	450
2020 Q3	–	Sell	-67,398	Closed	-$5.5M	–	168
2020 Q2	$5.5M	Buy	+67,398	New	+$5.43M	0.65%	39
2016 Q3	–	Sell	-2,389	Closed	-$202K	–	124
2016 Q2	$202K	Buy	+2,389	New	+$199K	0.03%	116

Other funds holding HYG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Alerus Financial's HYG Position: Q3 2025 in Review

Alerus Financial sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2025, closing a stake of 28 shares — an estimated $2.26K sold.

Alerus Financial first reported a position in HYG in Q2 2016 and held it in 3 quarters. The position peaked at $5.5M in Q2 2020. 915 funds tracked by Wall St. Rank hold HYG as of Q3 2025.

Alerus Financial reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Alerus Financial sold 28 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2025, an estimated $2.26K.
Alerus Financial first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2016 and held it in 3 quarters.
Alerus Financial's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $5.5M in Q2 2020.
915 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2025.

Based on Alerus Financial's 13F filing for Q3 2025, filed 10 Nov 2025.