Better Money Decisions’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Better Money Decisions’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	$1.95M	Buy	24,199 +2,378	+11%	+$187K	1.19%	17
2025 Q1	$1.72M	Sell	21,821 -1,026	-4%	-$81.4K	1.15%	18
2024 Q4	$1.8M	Buy	22,847 +3,017	+15%	+$240K	1.25%	17
2024 Q3	$1.59M	Buy	19,830 +2,121	+12%	+$167K	1.13%	19
2024 Q2	$1.37M	Buy	17,709 +2,392	+16%	+$184K	1.03%	20
2024 Q1	$1.19M	Buy	15,317 +629	+4%	+$48.6K	0.94%	22
2023 Q4	$1.14M	Buy	14,688 +1,891	+15%	+$141K	0.94%	21
2023 Q3	$943K	Sell	12,797 -2,940	-19%	-$220K	0.83%	23
2023 Q2	$1.18M	Buy	15,737 +4,405	+39%	+$329K	0.96%	19
2023 Q1	$856K	Buy	+11,332	New	+$849K	0.72%	26

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

Better Money Decisions's HYG Position: Q2 2025 in Review

Better Money Decisions increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 11% in Q2 2025, buying an estimated $187K and bringing the position to 24,199 shares worth $1.95M. The position accounts for 1.19% of the portfolio, ranked #17.

Better Money Decisions first reported a position in HYG in Q1 2023 and has held it in 10 quarters since. 924 funds tracked by Wall St. Rank hold HYG as of Q2 2025.

Better Money Decisions held 24,199 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.95M as of Q2 2025.
Better Money Decisions bought 2,378 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2025, an estimated $187K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 1.19% of Better Money Decisions's portfolio in Q2 2025, its #17 holding.
Better Money Decisions first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2023 and has held it in 10 quarters since.
924 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.