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

Clarus Wealth 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 Q1	–	Sell	-25,058	Closed	-$1.97M	–	115
2024 Q4	$1.97M	Buy	25,058 +1,518	+6%	+$121K	0.98%	24
2024 Q3	$1.87M	Buy	23,540 +37	+0.2%	+$2.91K	0.95%	25
2024 Q2	$1.82M	Buy	23,503 +8,851	+60%	+$681K	0.97%	25
2024 Q1	$1.12M	Sell	14,652 -169	-1%	-$13.1K	0.63%	40
2023 Q4	$1.14M	Buy	+14,821	New	+$1.1M	0.68%	39
2019 Q3	–	Sell	-345	Closed	-$30K	–	323
2019 Q2	$30K	Buy	345 +11	+3%	+$950	0.02%	322
2019 Q1	$29K	Buy	334 +3	+0.9%	+$255	0.02%	366
2018 Q4	$27K	Sell	331 -113	-25%	-$9.46K	0.04%	355
2018 Q3	$38K	Sell	444 -42	-9%	-$3.61K	0.02%	336
2018 Q2	$42K	Buy	+486	New	+$41.6K	0.03%	312

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JSTA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Clarus Wealth Advisors's HYG Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2025, closing a stake of 25,058 shares — an estimated $1.97M sold.

Clarus Wealth Advisors first reported a position in HYG in Q2 2018 and held it in 10 quarters. The position peaked at $1.97M in Q4 2024. 929 funds tracked by Wall St. Rank hold HYG as of Q1 2025.

Clarus Wealth Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Clarus Wealth Advisors sold 25,058 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2025, an estimated $1.97M.
Clarus Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2018 and held it in 10 quarters.
Clarus Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.97M in Q4 2024.
929 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2025.

Based on Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.