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

Atlas Financial Advisors’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	$11.5M	Buy	146,053 +68,940	+89%	+$5.47M	17.93%	2
2024 Q3	$6.19M	Sell	77,113 -16,518	-18%	-$1.3M	9.79%	5
2024 Q2	$7.22M	Sell	93,631 -62,958	-40%	-$4.84M	11.95%	4
2024 Q1	$12.2M	Buy	156,589 +77,480	+98%	+$5.99M	18.9%	2
2023 Q4	$6.12M	Buy	+79,109	New	+$5.9M	10.02%	4
2023 Q3	–	Sell	-3,549	Closed	-$266K	–	44
2023 Q2	$266K	Buy	3,549 +881	+33%	+$65.7K	0.37%	19
2023 Q1	$202K	Sell	2,668 -88,158	-97%	-$6.6M	0.27%	28
2022 Q4	$6.69M	Buy	+90,826	New	+$6.7M	9.21%	6

Other funds holding HYG

CCMG

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

JSTA

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atlas Financial Advisors's HYG Position: Q4 2024 in Review

Atlas Financial Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 89% in Q4 2024, buying an estimated $5.47M and bringing the position to 146,053 shares worth $11.5M. The position accounts for 17.93% of the portfolio, ranked #2.

Atlas Financial Advisors first reported a position in HYG in Q4 2022 and has held it in 8 quarters since. The position peaked at $12.2M in Q1 2024. 983 funds tracked by Wall St. Rank hold HYG as of Q4 2024.

Atlas Financial Advisors held 146,053 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $11.5M as of Q4 2024.
Atlas Financial Advisors bought 68,940 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2024, an estimated $5.47M.
iShares iBoxx $ High Yield Corporate Bond ETF made up 17.93% of Atlas Financial Advisors's portfolio in Q4 2024, its #2 holding.
Atlas Financial Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and has held it in 8 quarters since.
Atlas Financial Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $12.2M in Q1 2024.
983 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.