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

Congress 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
2025 Q2	$1.83M	Sell	22,685 -420	-2%	-$33.1K	0.02%	570
2025 Q1	$1.82M	Buy	23,105 +422	+2%	+$33.5K	0.02%	513
2024 Q4	$1.78M	Buy	22,683 +613	+3%	+$48.7K	0.02%	430
2024 Q3	$1.77M	Sell	22,070 -4,215	-16%	-$332K	0.02%	441
2024 Q2	$2.03M	Sell	26,285 -2,305	-8%	-$177K	0.03%	358
2024 Q1	$2.22M	Buy	28,590 +2,484	+10%	+$192K	0.04%	307
2023 Q4	$2.02M	Buy	26,106 +1,072	+4%	+$79.9K	0.04%	311
2023 Q3	$1.85M	Buy	25,034 +16,720	+201%	+$1.25M	0.04%	313
2023 Q2	$624K	Sell	8,314 -1,570	-16%	-$117K	0.01%	390
2023 Q1	$747K	Sell	9,884 -105	-1%	-$7.87K	0.02%	377
2022 Q4	$736K	Sell	9,989 -4,912	-33%	-$362K	0.02%	366
2022 Q3	$1.06M	Sell	14,901 -596	-4%	-$45K	0.03%	330
2022 Q2	$1.14M	Buy	15,497 +1,252	+9%	+$97.3K	0.03%	322
2022 Q1	$1.17M	Sell	14,245 -7,327	-34%	-$613K	0.03%	334
2021 Q4	$1.88M	Buy	+21,572	New	+$1.87M	0.04%	314

Other funds holding HYG

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

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Congress Wealth Management's HYG Position: Q2 2025 in Review

Congress Wealth Management reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1.8% in Q2 2025, selling an estimated $33.1K and leaving 22,685 shares worth $1.83M. The position accounts for 0.02% of the portfolio, ranked #570.

Congress Wealth Management first reported a position in HYG in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.22M in Q1 2024. 925 funds tracked by Wall St. Rank hold HYG as of Q2 2025.

Congress Wealth Management held 22,685 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.83M as of Q2 2025.
Congress Wealth Management sold 420 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2025, an estimated $33.1K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #570 holding.
Congress Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.22M in Q1 2024.
925 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.