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

Ameliora Wealth 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 Q2	–	Sell	-2,000	Closed	-$158K	–	228
2025 Q1	$158K	Hold	2,000	–	–	0.06%	109
2024 Q4	$157K	Hold	2,000	–	–	0.06%	114
2024 Q3	$161K	Hold	2,000	–	–	0.07%	90
2024 Q2	$154K	Hold	2,000	–	–	0.07%	93
2024 Q1	$155K	Buy	+2,000	New	+$155K	0.07%	100
2023 Q1	–	Sell	-1,000	Closed	-$73.6K	–	237
2022 Q4	$73.6K	Hold	1,000	–	–	0.04%	123
2022 Q3	$71K	Buy	+1,000	New	+$75.6K	0.04%	122

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

Ameliora Wealth Management's HYG Position: Q2 2025 in Review

Ameliora Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2025, closing a stake of 2,000 shares — an estimated $158K sold.

Ameliora Wealth Management first reported a position in HYG in Q3 2022 and held it in 7 quarters. The position peaked at $161K in Q3 2024. 924 funds tracked by Wall St. Rank hold HYG as of Q2 2025.

Ameliora Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Ameliora Wealth Management sold 2,000 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2025, an estimated $158K.
Ameliora Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2022 and held it in 7 quarters.
Ameliora Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $161K in Q3 2024.
924 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2025.

Based on Ameliora Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.