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

Claro 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 Q2	–	Sell	-4,082	Closed	-$322K	–	437
2025 Q1	$322K	Buy	+4,082	New	+$324K	0.04%	366
2024 Q3	–	Sell	-3,087	Closed	-$238K	–	521
2024 Q2	$238K	Sell	3,087 -651	-17%	-$50.1K	0.04%	370
2024 Q1	$291K	Sell	3,738 -106	-3%	-$8.19K	0.05%	328
2023 Q4	$297K	Sell	3,844 -701	-15%	-$52.3K	0.06%	291
2023 Q3	$335K	Sell	4,545 -5,823	-56%	-$435K	0.08%	255
2023 Q2	$778K	Buy	+10,368	New	+$774K	0.19%	129
2019 Q1	–	Sell	-764	Closed	-$66K	–	506
2018 Q4	$66K	Buy	+764	New	+$64K	0.05%	295

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

Claro Advisors's HYG Position: Q2 2025 in Review

Claro Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2025, closing a stake of 4,082 shares — an estimated $322K sold.

Claro Advisors first reported a position in HYG in Q4 2018 and held it in 7 quarters. The position peaked at $778K in Q2 2023. 924 funds tracked by Wall St. Rank hold HYG as of Q2 2025.

Claro Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Claro Advisors sold 4,082 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2025, an estimated $322K.
Claro Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and held it in 7 quarters.
Claro Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $778K in Q2 2023.
924 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.