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

Curran Financial 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
Q3 		– Sell
-44,782
Closed -$3.61M – 130
2025
Q2 		$3.61M Sell
44,782
-58,077
-56% -$4.58M 0.8% 32
2025
Q1 		$8.11M Buy
102,859
+48,478
+89% +$3.85M 1.99% 16
2024
Q4 		$4.28M Buy
54,381
+19,466
+56% +$1.55M 1.12% 28
2024
Q3 		$2.8M Buy
34,915
+1,524
+5% +$120K 0.8% 31
2024
Q2 		$2.58M Buy
33,391
+15
+0% +$1.15K 0.86% 30
2024
Q1 		$2.59M Sell
33,376
-94
-0.3% -$7.26K 0.9% 30
2023
Q4 		$2.58M Sell
33,470
-34,535
-51% -$2.57M 0.99% 29
2023
Q3 		$5.01M Buy
68,005
+32,846
+93% +$2.45M 2.19% 14
2023
Q2 		$2.64M Sell
35,159
-25,652
-42% -$1.91M 1.15% 29
2023
Q1 		$4.59M Buy
60,811
+11,009
+22% +$825K 2.18% 14
2022
Q4 		$3.67M Sell
49,802
-88,182
-64% -$6.5M 1.77% 19
2022
Q3 		$9.85M Sell
137,984
-21,016
-13% -$1.59M 5% 8
2022
Q2 		$11.7M Buy
159,000
+87,829
+123% +$6.83M 5.52% 6
2022
Q1 		$5.86M Sell
71,171
-51,740
-42% -$4.33M 2.41% 17
2021
Q4 		$10.7M Buy
122,911
+47,865
+64% +$4.15M 4.54% 9
2021
Q3 		$6.56M Buy
75,046
+14,818
+25% +$1.3M 3.35% 12
2021
Q2 		$5.3M Sell
60,228
-15,763
-21% -$1.38M 2.91% 12
2021
Q1 		$6.63M Buy
75,991
+43,334
+133% +$3.77M 4.76% 7
2020
Q4 		$2.85M Buy
+32,657
New +$2.8M 2.44% 16

Other funds holding HYG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Curran Financial Partners's HYG Position: Q3 2025 in Review

Curran Financial Partners sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2025, closing a stake of 44,782 shares — an estimated $3.61M sold.

Curran Financial Partners first reported a position in HYG in Q4 2020 and held it in 19 quarters. The position peaked at $11.7M in Q2 2022. 914 funds tracked by Wall St. Rank hold HYG as of Q3 2025.

  • Curran Financial Partners reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Curran Financial Partners sold 44,782 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2025, an estimated $3.61M.
  • Curran Financial Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and held it in 19 quarters.
  • Curran Financial Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $11.7M in Q2 2022.
  • 914 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2025.

Based on Curran Financial Partners's 13F filing for Q3 2025, filed 16 Oct 2025.