Brass Tax Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Brass Tax Wealth Management’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	-2,720	Closed	-$215K	–	233
2025 Q1	$215K	Hold	2,720	–	–	0.05%	204
2024 Q4	$214K	Sell	2,720 -79	-3%	-$6.27K	0.05%	192
2024 Q3	$225K	Sell	2,799 -162	-5%	-$12.7K	0.05%	183
2024 Q2	$228K	Sell	2,961 -454	-13%	-$34.9K	0.1%	128
2024 Q1	$265K	Buy	+3,415	New	+$264K	0.14%	89

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

Brass Tax Wealth Management's HYG Position: Q2 2025 in Review

Brass Tax Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2025, closing a stake of 2,720 shares — an estimated $215K sold.

Brass Tax Wealth Management first reported a position in HYG in Q1 2024 and held it in 5 quarters. The position peaked at $265K in Q1 2024. 924 funds tracked by Wall St. Rank hold HYG as of Q2 2025.

Brass Tax Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Brass Tax Wealth Management sold 2,720 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2025, an estimated $215K.
Brass Tax Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2024 and held it in 5 quarters.
Brass Tax Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $265K in Q1 2024.
924 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2025.

Based on Brass Tax Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.