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

Bison Wealth’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	$3.65M	Buy	46,394 +43,696	+1,620%	+$3.47M	0.8%	28
2024 Q3	$217K	Buy	+2,698	New	+$212K	0.03%	384
2021 Q4	–	Sell	-255	Closed	-$22K	–	395
2021 Q3	$22K	Hold	255	–	–	0.01%	369
2021 Q2	$22K	Hold	255	–	–	0.01%	360
2021 Q1	$22K	Hold	255	–	–	0.01%	366
2020 Q4	$22K	Hold	255	–	–	0.01%	326
2020 Q3	$21K	Sell	255 -67	-21%	-$5.64K	0.01%	288
2020 Q2	$26K	Buy	322 +67	+26%	+$5.4K	0.02%	276
2020 Q1	$20K	Hold	255	–	–	0.01%	273
2019 Q4	$22K	Buy	+255	New	+$22.2K	0.01%	327

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 $1.88B AUM 29.07% 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 $5.29B AUM 8.96% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Bison Wealth's HYG Position: Q4 2024 in Review

Bison Wealth increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1,620% in Q4 2024, buying an estimated $3.47M and bringing the position to 46,394 shares worth $3.65M. The position accounts for 0.8% of the portfolio, ranked #28.

Bison Wealth first reported a position in HYG in Q4 2019 and has held it in 10 quarters since. 983 funds tracked by Wall St. Rank hold HYG as of Q4 2024.

Bison Wealth held 46,394 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.65M as of Q4 2024.
Bison Wealth bought 43,696 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2024, an estimated $3.47M.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.8% of Bison Wealth's portfolio in Q4 2024, its #28 holding.
Bison Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and has held it in 10 quarters since.
983 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.