Constant Guidance Financial’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Constant Guidance Financial’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
2024 Q4	–	Sell	-4,400	Closed	-$353K	–	41
2024 Q3	$353K	Buy	+4,400	New	+$346K	0.29%	29
2024 Q2	–	Sell	-14,252	Closed	-$1.1M	–	34
2024 Q1	$1.1M	Sell	14,252 -36,662	-72%	-$2.83M	1.01%	27
2023 Q4	$3.94M	Buy	+50,914	New	+$3.8M	4.01%	6

Other funds holding HYG

CCMG

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Constant Guidance Financial's HYG Position: Q4 2024 in Review

Constant Guidance Financial sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2024, closing a stake of 4,400 shares — an estimated $353K sold.

Constant Guidance Financial first reported a position in HYG in Q4 2023 and held it in 3 quarters. The position peaked at $3.94M in Q4 2023. 982 funds tracked by Wall St. Rank hold HYG as of Q4 2024.

Constant Guidance Financial reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Constant Guidance Financial sold 4,400 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2024, an estimated $353K.
Constant Guidance Financial first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
Constant Guidance Financial's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.94M in Q4 2023.
982 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2024.

Based on Constant Guidance Financial's 13F filing for Q4 2024, filed 30 Jan 2025.