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

Cassady Schiller 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
2024 Q4	$15.7K	Hold	200	–	–	0.01%	305
2024 Q3	$16.1K	Hold	200	–	–	0.01%	290
2024 Q2	$15.4K	Hold	200	–	–	0.01%	291
2024 Q1	$15.5K	Hold	200	–	–	0.01%	309
2023 Q4	$15.5K	Hold	200	–	–	0.01%	299
2023 Q3	$14.7K	Hold	200	–	–	0.01%	297
2023 Q2	$15K	Hold	200	–	–	0.01%	304
2023 Q1	$15.1K	Hold	200	–	–	0.01%	295
2022 Q4	$14.7K	Buy	+200	New	+$14.7K	0.01%	294
2022 Q1	–	Sell	-200	Closed	-$17K	–	324
2021 Q4	$17K	Buy	+200	New	+$17.4K	0.01%	280

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 $1.6B AUM 20.7% 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 $4.81B AUM 4.62% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

Cassady Schiller Wealth Management's HYG Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q4 2024 at 200 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #305.

Cassady Schiller Wealth Management first reported a position in HYG in Q4 2021 and has held it in 10 quarters since. The position peaked at $17K in Q4 2021. 982 funds tracked by Wall St. Rank hold HYG as of Q4 2024.

Cassady Schiller Wealth Management held 200 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $15.7K as of Q4 2024.
Cassady Schiller Wealth Management left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q4 2024.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #305 holding.
Cassady Schiller Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $17K in Q4 2021.
982 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.