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Blalock Williams’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Blalock Williams’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
Q4 		– Sell
-2,615
Closed -$212K – 139
2025
Q3 		$212K Hold
2,615
– – 0.19% 128
2025
Q2 		$211K Sell
2,615
-2
-0.1% -$158 0.21% 118
2025
Q1 		$206K Sell
2,617
-98
-4% -$7.78K 0.23% 110
2024
Q4 		$214K Buy
+2,715
New +$216K 0.25% 102

Other funds holding HYG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Blalock Williams's HYG Position: Q4 2025 in Review

Blalock Williams sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2025, closing a stake of 2,615 shares — an estimated $212K sold.

Blalock Williams first reported a position in HYG in Q4 2024 and held it in 4 quarters. The position peaked at $214K in Q4 2024. 1,003 funds tracked by Wall St. Rank hold HYG as of Q4 2025.

  • Blalock Williams reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Blalock Williams sold 2,615 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2025, an estimated $212K.
  • Blalock Williams first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2024 and held it in 4 quarters.
  • Blalock Williams's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $214K in Q4 2024.
  • 1,003 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2025.

Based on Blalock Williams's 13F filing for Q4 2025, filed 2 Feb 2026.