Atria Wealth Solutions’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Atria Wealth Solutions’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	$6.64M	Sell	82,361 -81,861	-50%	-$6.45M	0.15%	154
2025 Q1	$13M	Sell	164,222 -145,610	-47%	-$11.6M	0.16%	143
2024 Q4	$24.4M	Buy	309,832 +81,099	+35%	+$6.44M	0.27%	78
2024 Q3	$18.4M	Sell	228,733 -10,819	-5%	-$851K	0.2%	108
2024 Q2	$18.5M	Sell	239,552 -52,715	-18%	-$4.05M	0.2%	103
2024 Q1	$22.7M	Sell	292,267 -29,981	-9%	-$2.32M	0.26%	82
2023 Q4	$24.9M	Buy	322,248 +75,559	+31%	+$5.63M	0.31%	63
2023 Q3	$18.2M	Buy	246,689 +30,974	+14%	+$2.31M	0.25%	86
2023 Q2	$16.2M	Buy	215,715 +103,649	+92%	+$7.73M	0.22%	100
2023 Q1	$8.47M	Sell	112,066 -137,261	-55%	-$10.3M	0.13%	164
2022 Q4	$18.4M	Buy	249,327 +124,084	+99%	+$9.15M	0.29%	81
2022 Q3	$8.94M	Buy	125,243 +5,707	+5%	+$431K	0.15%	144
2022 Q2	$8.8M	Buy	119,536 +8,473	+8%	+$659K	0.17%	134
2022 Q1	$9.14M	Buy	+111,063	New	+$9.29M	0.15%	138

Other funds holding HYG

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

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

CCMG

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

BCIM

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

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

JSTA

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Atria Wealth Solutions's HYG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 50% in Q2 2025, selling an estimated $6.45M and leaving 82,361 shares worth $6.64M. The position accounts for 0.15% of the portfolio, ranked #154.

Atria Wealth Solutions first reported a position in HYG in Q1 2022 and has held it in 14 quarters since. The position peaked at $24.9M in Q4 2023. 925 funds tracked by Wall St. Rank hold HYG as of Q2 2025.

Atria Wealth Solutions held 82,361 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $6.64M as of Q2 2025.
Atria Wealth Solutions sold 81,861 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2025, an estimated $6.45M.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.15% of Atria Wealth Solutions's portfolio in Q2 2025, its #154 holding.
Atria Wealth Solutions first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $24.9M in Q4 2023.
925 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.