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

DHK Financial Advisors’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	$573K	Sell	7,104 -85	-1%	-$6.7K	0.33%	57
2025 Q1	$567K	Buy	7,189 +2,800	+64%	+$222K	0.31%	53
2024 Q4	$345K	Hold	4,389	–	–	0.21%	74
2024 Q3	$352K	Hold	4,389	–	–	0.22%	66
2024 Q2	$339K	Hold	4,389	–	–	0.24%	62
2024 Q1	$341K	Hold	4,389	–	–	0.24%	67
2023 Q4	$340K	Hold	4,389	–	–	0.25%	62
2023 Q3	$324K	Hold	4,389	–	–	0.29%	55
2023 Q2	$329K	Sell	4,389 -13	-0.3%	-$970	0.28%	55
2023 Q1	$333K	Hold	4,402	–	–	0.41%	35
2022 Q4	$324K	Buy	+4,402	New	+$325K	0.45%	29
2022 Q3	–	Sell	-4,171	Closed	-$307K	–	34
2022 Q2	$307K	Buy	4,171 +871	+26%	+$67.7K	0.29%	38
2022 Q1	$272K	Buy	3,300 +24	+0.7%	+$2.01K	0.23%	37
2021 Q4	$285K	Buy	+3,276	New	+$284K	0.27%	35

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

CCMG

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

BCIM

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

JSTA

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

DHK Financial Advisors's HYG Position: Q2 2025 in Review

DHK Financial Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1.2% in Q2 2025, selling an estimated $6.7K and leaving 7,104 shares worth $573K. The position accounts for 0.33% of the portfolio, ranked #57.

DHK Financial Advisors first reported a position in HYG in Q4 2021 and has held it in 14 quarters since. 925 funds tracked by Wall St. Rank hold HYG as of Q2 2025.

DHK Financial Advisors held 7,104 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $573K as of Q2 2025.
DHK Financial Advisors sold 85 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2025, an estimated $6.7K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.33% of DHK Financial Advisors's portfolio in Q2 2025, its #57 holding.
DHK Financial Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and has held it in 14 quarters since.
925 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.