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

Copperwynd 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
2025 Q1	–	Sell	-34,594	Closed	-$2.72M	–	148
2024 Q4	$2.72M	Buy	+34,594	New	+$2.75M	0.75%	28
2024 Q2	–	Sell	-26,859	Closed	-$2.09M	–	152
2024 Q1	$2.09M	Buy	26,859 +2,101	+8%	+$162K	0.75%	22
2023 Q4	$1.92M	Buy	+24,758	New	+$1.85M	0.76%	21
2023 Q1	–	Sell	-16,885	Closed	-$1.24M	–	143
2022 Q4	$1.24M	Buy	+16,885	New	+$1.24M	0.7%	34
2021 Q4	–	Sell	-2,374	Closed	-$208K	–	120
2021 Q3	$208K	Sell	2,374 -169	-7%	-$14.8K	0.09%	113
2021 Q2	$224K	Sell	2,543 -14,350	-85%	-$1.25M	0.1%	115
2021 Q1	$1.47M	Buy	16,893 +13,291	+369%	+$1.16M	0.66%	23
2020 Q4	$314K	Buy	+3,602	New	+$308K	0.15%	105
2020 Q3	–	Sell	-3,232	Closed	-$264K	–	118
2020 Q2	$264K	Buy	+3,232	New	+$260K	0.15%	89

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

Copperwynd Financial's HYG Position: Q1 2025 in Review

Copperwynd Financial sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2025, closing a stake of 34,594 shares — an estimated $2.72M sold.

Copperwynd Financial first reported a position in HYG in Q2 2020 and held it in 9 quarters. The position peaked at $2.72M in Q4 2024. 929 funds tracked by Wall St. Rank hold HYG as of Q1 2025.

Copperwynd Financial reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Copperwynd Financial sold 34,594 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2025, an estimated $2.72M.
Copperwynd Financial first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2020 and held it in 9 quarters.
Copperwynd Financial's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.72M in Q4 2024.
929 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2025.

Based on Copperwynd Financial's 13F filing for Q1 2025, filed 5 May 2025.