Drive Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Drive Wealth Management’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 Q4	–	Sell	-11,415	Closed	-$927K	–	396
2025 Q3	$927K	Sell	11,415 -32,058	-74%	-$2.58M	0.2%	93
2025 Q2	$3.51M	Buy	43,473 +10,806	+33%	+$851K	0.77%	28
2025 Q1	$2.58M	Buy	32,667 +1,855	+6%	+$147K	0.61%	30
2024 Q4	$2.42M	Buy	30,812 +1,685	+6%	+$134K	0.59%	30
2024 Q3	$2.34M	Buy	29,127 +11,409	+64%	+$898K	0.61%	27
2024 Q2	$1.37M	Buy	17,718 +2,341	+15%	+$180K	0.37%	51
2024 Q1	$1.2M	Buy	15,377 +9,259	+151%	+$716K	0.33%	62
2023 Q4	$473K	Buy	6,118 +1,454	+31%	+$108K	0.15%	124
2023 Q3	$344K	Buy	4,664 +394	+9%	+$29.4K	0.13%	153
2023 Q2	$321K	Buy	+4,270	New	+$319K	0.12%	166

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Drive Wealth Management's HYG Position: Q4 2025 in Review

Drive Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2025, closing a stake of 11,415 shares — an estimated $927K sold.

Drive Wealth Management first reported a position in HYG in Q2 2023 and held it in 10 quarters. The position peaked at $3.51M in Q2 2025. 1,003 funds tracked by Wall St. Rank hold HYG as of Q4 2025.

Drive Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Drive Wealth Management sold 11,415 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2025, an estimated $927K.
Drive Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2023 and held it in 10 quarters.
Drive Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.51M in Q2 2025.
1,003 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2025.

Based on Drive Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.