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Arrowroot Family Office’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Arrowroot Family Office’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
2024
Q4 		$218K Sell
2,775
-713
-20% -$56.6K 0.11% 121
2024
Q3 		$280K Sell
3,488
-94
-3% -$7.39K 0.16% 106
2024
Q2 		$276K Sell
3,582
-753
-17% -$57.9K 0.18% 99
2024
Q1 		$337K Sell
4,335
-212
-5% -$16.4K 0.22% 96
2023
Q4 		$352K Sell
4,547
-14
-0.3% -$1.04K 0.25% 87
2023
Q3 		$336K Buy
4,561
+214
+5% +$16K 0.27% 91
2023
Q2 		$326K Buy
+4,347
New +$324K 0.25% 92

Other funds holding HYG

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Arrowroot Family Office's HYG Position: Q4 2024 in Review

Arrowroot Family Office reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 20% in Q4 2024, selling an estimated $56.6K and leaving 2,775 shares worth $218K. The position accounts for 0.11% of the portfolio, ranked #121.

Arrowroot Family Office first reported a position in HYG in Q2 2023 and has held it in 7 quarters since. The position peaked at $352K in Q4 2023. 982 funds tracked by Wall St. Rank hold HYG as of Q4 2024.

  • Arrowroot Family Office held 2,775 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $218K as of Q4 2024.
  • Arrowroot Family Office sold 713 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2024, an estimated $56.6K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.11% of Arrowroot Family Office's portfolio in Q4 2024, its #121 holding.
  • Arrowroot Family Office first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2023 and has held it in 7 quarters since.
  • Arrowroot Family Office's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $352K in Q4 2023.
  • 982 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2024.

Based on Arrowroot Family Office's 13F filing for Q4 2024, filed 14 Feb 2025.