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

Avitas 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
2024 Q4	$8.65M	Buy	109,968 +10,113	+10%	+$803K	1.2%	18
2024 Q3	$8.02M	Buy	99,855 +3,730	+4%	+$293K	1.13%	21
2024 Q2	$7.42M	Sell	96,125 -596	-0.6%	-$45.8K	1.09%	21
2024 Q1	$7.52M	Buy	96,721 +1,226	+1%	+$94.7K	1.14%	20
2023 Q4	$7.39M	Buy	95,495 +2,088	+2%	+$156K	1.24%	17
2023 Q3	$6.89M	Buy	93,407 +871	+0.9%	+$65K	1.31%	15
2023 Q2	$6.95M	Buy	92,536 +1,578	+2%	+$118K	1.26%	17
2023 Q1	$6.87M	Buy	90,958 +3,968	+5%	+$297K	1.35%	15
2022 Q4	$6.41M	Buy	+86,990	New	+$6.41M	1.35%	16
2020 Q2	–	Sell	-6,690	Closed	-$516K	–	174
2020 Q1	$516K	Sell	6,690 -568	-8%	-$48K	0.23%	96
2019 Q4	$638K	Sell	7,258 -557	-7%	-$48.5K	0.16%	131
2019 Q3	$681K	Buy	7,815 +143	+2%	+$12.4K	0.19%	123
2019 Q2	$669K	Buy	7,672 +76	+1%	+$6.56K	0.19%	126
2019 Q1	$657K	Buy	7,596 +55	+0.7%	+$4.67K	0.19%	121
2018 Q4	$612K	Sell	7,541 -8	-0.1%	-$670	0.2%	119
2018 Q3	$653K	Buy	7,549 +518	+7%	+$44.5K	0.19%	135
2018 Q2	$598K	Buy	+7,031	New	+$602K	0.19%	133

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 $1.6B AUM 20.7% 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 $4.81B AUM 4.62% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avitas Wealth Management's HYG Position: Q4 2024 in Review

Avitas Wealth Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 10% in Q4 2024, buying an estimated $803K and bringing the position to 109,968 shares worth $8.65M. The position accounts for 1.2% of the portfolio, ranked #18.

Avitas Wealth Management first reported a position in HYG in Q2 2018 and has held it in 17 quarters since. 982 funds tracked by Wall St. Rank hold HYG as of Q4 2024.

Avitas Wealth Management held 109,968 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $8.65M as of Q4 2024.
Avitas Wealth Management bought 10,113 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2024, an estimated $803K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 1.2% of Avitas Wealth Management's portfolio in Q4 2024, its #18 holding.
Avitas Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2018 and has held it in 17 quarters since.
982 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.