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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 		– Sell
-1,000
Closed -$520 – 370
2024
Q3 		$520 Buy
+1,000
New +$78.7K ﹤0.01% 418

Other funds holding HYG

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Envestnet Asset Management
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. 982 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.
  • 982 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.