Columbia Advisory Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Columbia Advisory Partners’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 Q4	–	Sell	-3,084	Closed	-$250K	–	94
2025 Q3	$250K	Buy	+3,084	New	+$248K	0.17%	74
2024 Q1	–	Sell	-8,700	Closed	-$673K	–	58
2023 Q4	$673K	Buy	+8,700	New	+$649K	0.69%	23
2023 Q1	–	Sell	-5,355	Closed	-$394K	–	64
2022 Q4	$394K	Buy	+5,355	New	+$395K	0.38%	37

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

JSTA

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Columbia Advisory Partners's HYG Position: Q4 2025 in Review

Columbia Advisory Partners sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2025, closing a stake of 3,084 shares — an estimated $250K sold.

Columbia Advisory Partners first reported a position in HYG in Q4 2022 and held it in 3 quarters. The position peaked at $673K in Q4 2023. 1,003 funds tracked by Wall St. Rank hold HYG as of Q4 2025.

Columbia Advisory Partners reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Columbia Advisory Partners sold 3,084 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2025, an estimated $250K.
Columbia Advisory Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and held it in 3 quarters.
Columbia Advisory Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $673K in Q4 2023.
1,003 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2025.

Based on Columbia Advisory Partners's 13F filing for Q4 2025, filed 22 Jan 2026.