Blue Oak Capital’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Blue Oak Capital’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	–	Sell	-6,501	Closed	-$513K	–	73
2025 Q1	$513K	Buy	+6,501	New	+$516K	0.28%	45

Other funds holding HYG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Blue Oak Capital's HYG Position: Q2 2025 in Review

Blue Oak Capital sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2025, closing a stake of 6,501 shares — an estimated $513K sold.

Blue Oak Capital first reported a position in HYG in Q1 2025 and held it in 1 quarter. The position peaked at $513K in Q1 2025. 925 funds tracked by Wall St. Rank hold HYG as of Q2 2025.

Blue Oak Capital reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Blue Oak Capital sold 6,501 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2025, an estimated $513K.
Blue Oak Capital first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
Blue Oak Capital's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $513K in Q1 2025.
925 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.