Avantax Advisory Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Avantax Advisory Services’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	$5.53M	Buy	68,627 +3,365	+5%	+$265K	0.03%	422
2025 Q1	$5.15M	Buy	65,262 +3,866	+6%	+$307K	0.03%	405
2024 Q4	$4.83M	Buy	61,396 +2,316	+4%	+$184K	0.03%	407
2024 Q3	$4.74M	Buy	59,080 +2,128	+4%	+$167K	0.03%	403
2024 Q2	$4.39M	Buy	56,952 +19,222	+51%	+$1.48M	0.03%	410
2024 Q1	$2.93M	Buy	37,730 +4,744	+14%	+$367K	0.03%	437
2023 Q4	$2.55M	Sell	32,986 -7,268	-18%	-$542K	0.03%	440
2023 Q3	$2.97M	Sell	40,254 -14,788	-27%	-$1.1M	0.03%	360
2023 Q2	$4.13M	Sell	55,042 -4,814	-8%	-$359K	0.05%	296
2023 Q1	$4.52M	Sell	59,856 -63,122	-51%	-$4.73M	0.06%	264
2022 Q4	$9.05M	Buy	122,978 +61,019	+98%	+$4.5M	0.12%	142
2022 Q3	$4.42M	Buy	61,959 +7,551	+14%	+$571K	0.07%	222
2022 Q2	$4M	Sell	54,408 -37,969	-41%	-$2.95M	0.06%	240
2022 Q1	$7.59M	Sell	92,377 -871	-0.9%	-$72.8K	0.1%	141
2021 Q4	$8.12M	Buy	93,248 +9,770	+12%	+$848K	0.12%	131
2021 Q3	$7.3M	Buy	83,478 +8,039	+11%	+$705K	0.12%	127
2021 Q2	$6.63M	Buy	75,439 +28,956	+62%	+$2.53M	0.12%	134
2021 Q1	$4.05M	Buy	46,483 +33,717	+264%	+$2.93M	0.09%	178
2020 Q4	$1.11M	Sell	12,766 -90,373	-88%	-$7.74M	0.03%	376
2020 Q3	$8.65M	Buy	103,139 +72,004	+231%	+$6.06M	0.14%	125
2020 Q2	$2.54M	Sell	31,135 -10,131	-25%	-$816K	0.07%	182
2020 Q1	$3.18M	Buy	41,266 +2,655	+7%	+$224K	0.09%	145
2019 Q4	$3.39M	Buy	38,611 +25,405	+192%	+$2.21M	0.08%	149
2019 Q3	$1.15M	Sell	13,206 -149	-1%	-$12.9K	0.05%	190
2019 Q2	$1.16M	Buy	13,355 +5,356	+67%	+$462K	0.05%	168
2019 Q1	$692K	Buy	7,999 +1,167	+17%	+$99.1K	0.04%	230
2018 Q4	$554K	Buy	+6,832	New	+$572K	0.09%	208

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

Avantax Advisory Services's HYG Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 5.2% in Q2 2025, buying an estimated $265K and bringing the position to 68,627 shares worth $5.53M. The position accounts for 0.03% of the portfolio, ranked #422.

Avantax Advisory Services first reported a position in HYG in Q4 2018 and has held it in 27 quarters since. The position peaked at $9.05M in Q4 2022. 924 funds tracked by Wall St. Rank hold HYG as of Q2 2025.

Avantax Advisory Services held 68,627 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $5.53M as of Q2 2025.
Avantax Advisory Services bought 3,365 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2025, an estimated $265K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #422 holding.
Avantax Advisory Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $9.05M in Q4 2022.
924 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.