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

Atticus 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
Q3 		– Sell
-1,084
Closed -$87.4K – 386
2025
Q2 		$87.4K Sell
1,084
-1,078
-50% -$84.9K 0.02% 259
2025
Q1 		$171K Sell
2,162
-415
-16% -$32.9K 0.06% 124
2024
Q4 		$203K Sell
2,577
-2
-0.1% -$159 0.06% 118
2024
Q3 		$207K Sell
2,579
-13
-0.5% -$1.02K 0.07% 116
2024
Q2 		$200K Sell
2,592
-187
-7% -$14.4K 0.07% 114
2024
Q1 		$216K Sell
2,779
-83
-3% -$6.41K 0.07% 119
2023
Q4 		$221K Sell
2,862
-1,150
-29% -$85.7K 0.08% 119
2023
Q3 		$296K Sell
4,012
-892
-18% -$66.6K 0.11% 103
2023
Q2 		$368K Sell
4,904
-4,275
-47% -$319K 0.14% 90
2023
Q1 		$693K Sell
9,179
-6,774
-42% -$507K 0.26% 55
2022
Q4 		$1.17M Buy
+15,953
New +$1.18M 0.48% 37
2022
Q3 		– Sell
-26,813
Closed -$1.97M – 583
2022
Q2 		$1.97M Sell
26,813
-7,912
-23% -$615K 0.82% 26
2022
Q1 		$2.86M Buy
34,725
+3,611
+12% +$302K 1.04% 21
2021
Q4 		$2.71M Sell
31,114
-9,848
-24% -$854K 1.06% 22
2021
Q3 		$3.58M Buy
40,962
+13,298
+48% +$1.17M 1.57% 15
2021
Q2 		$2.44M Buy
27,664
+4,907
+22% +$428K 1.06% 26
2021
Q1 		$1.98M Buy
22,757
+18,530
+438% +$1.61M 0.95% 28
2020
Q4 		$369K Sell
4,227
-130
-3% -$11.1K 0.19% 69
2020
Q3 		$366K Buy
4,357
+40
+0.9% +$3.37K 0.22% 61
2020
Q2 		$352K Sell
4,317
-239
-5% -$19.3K 0.23% 65
2020
Q1 		$351K Sell
4,556
-86
-2% -$7.26K 0.28% 53
2019
Q4 		$408K Buy
+4,642
New +$404K 0.26% 56

Other funds holding HYG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Atticus Wealth Management's HYG Position: Q3 2025 in Review

Atticus Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2025, closing a stake of 1,084 shares — an estimated $87.4K sold.

Atticus Wealth Management first reported a position in HYG in Q4 2019 and held it in 22 quarters. The position peaked at $3.58M in Q3 2021. 914 funds tracked by Wall St. Rank hold HYG as of Q3 2025.

  • Atticus Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 1,084 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2025, an estimated $87.4K.
  • Atticus Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and held it in 22 quarters.
  • Atticus Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.58M in Q3 2021.
  • 914 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.