Cyndeo Wealth Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Cyndeo Wealth 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
2026 Q1	$785K	Buy	9,861 +6,617	+204%	+$532K	0.04%	259
2025 Q4	$262K	Sell	3,244 -192	-6%	-$15.5K	0.01%	419
2025 Q3	$279K	Hold	3,436	–	–	0.02%	402
2025 Q2	$277K	Buy	+3,436	New	+$271K	0.02%	400
2024 Q2	–	Sell	-6,713	Closed	-$522K	–	404
2024 Q1	$522K	Sell	6,713 -7,950	-54%	-$614K	0.04%	258
2023 Q4	$1.13M	Sell	14,663 -12,763	-47%	-$952K	0.11%	179
2023 Q3	$2.02M	Hold	27,426	–	–	0.21%	125
2023 Q2	$2.06M	Sell	27,426 -36	-0.1%	-$2.69K	0.22%	116
2023 Q1	$2.07M	Buy	27,462 +21,909	+395%	+$1.64M	0.22%	122
2022 Q4	$409K	Buy	+5,553	New	+$409K	0.05%	233

Other funds holding HYG

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

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

Bank of America

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

British Columbia Investment Management Victoria, British Columbia, Canada $16.9B AUM 31.69% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.43B AUM 7.79% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return