Choate Investment Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Choate Investment Advisors’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 Q3	–	Sell	-500	Closed	-$40.3K	–	449
2025 Q2	$40.3K	Buy	+500	New	+$39.4K	﹤0.01%	444
2023 Q4	–	Sell	-500	Closed	-$36.9K	–	400
2023 Q3	$36.9K	Hold	500	–	–	﹤0.01%	408
2023 Q2	$37.5K	Hold	500	–	–	﹤0.01%	325
2023 Q1	$37.8K	Hold	500	–	–	﹤0.01%	302
2022 Q4	$36.8K	Buy	+500	New	+$36.9K	﹤0.01%	312
2016 Q4	–	Sell	-3,378	Closed	-$295K	–	246
2016 Q3	$295K	Hold	3,378	–	–	0.02%	197
2016 Q2	$286K	Sell	3,378 -3,340	-50%	-$278K	0.02%	193
2016 Q1	$549K	Sell	6,718 -14,335	-68%	-$1.14M	0.04%	145
2015 Q4	$1.89M	Sell	21,053 -93,637	-82%	-$7.78M	0.14%	84
2015 Q3	$9.55M	Sell	114,690 -851,604	-88%	-$73.8M	0.65%	19
2015 Q2	$85.8M	Buy	966,294 +394,148	+69%	+$35.6M	4.95%	5
2015 Q1	$51.8M	Buy	572,146 +551,093	+2,618%	+$49.9M	2.94%	7
2014 Q4	$1.89M	Buy	+21,053	New	+$1.92M	0.11%	83

Other funds holding HYG

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

JSTA

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Choate Investment Advisors's HYG Position: Q3 2025 in Review

Choate Investment Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2025, closing a stake of 500 shares — an estimated $40.3K sold.

Choate Investment Advisors first reported a position in HYG in Q4 2014 and held it in 13 quarters. The position peaked at $85.8M in Q2 2015. 915 funds tracked by Wall St. Rank hold HYG as of Q3 2025.

Choate Investment Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Choate Investment Advisors sold 500 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2025, an estimated $40.3K.
Choate Investment Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2014 and held it in 13 quarters.
Choate Investment Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $85.8M in Q2 2015.
915 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.