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

Edge 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 Q4	$1.35M	Sell	16,702 -1,693	-9%	-$136K	0.57%	41
2025 Q3	$1.49M	Sell	18,395 -8,037	-30%	-$648K	0.67%	33
2025 Q2	$2.12M	Sell	26,432 -12,837	-33%	-$1.01M	1.12%	18
2025 Q1	$3.1M	Buy	+39,269	New	+$3.12M	1.96%	12

Other funds holding HYG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CCMG

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

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

JSTA

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Edge Financial Advisors's HYG Position: Q4 2025 in Review

Edge Financial Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 9.2% in Q4 2025, selling an estimated $136K and leaving 16,702 shares worth $1.35M. The position accounts for 0.57% of the portfolio, ranked #41.

Edge Financial Advisors first reported a position in HYG in Q1 2025 and has held it in 4 quarters since. The position peaked at $3.1M in Q1 2025. 1,002 funds tracked by Wall St. Rank hold HYG as of Q4 2025.

Edge Financial Advisors held 16,702 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.35M as of Q4 2025.
Edge Financial Advisors sold 1,693 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2025, an estimated $136K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.57% of Edge Financial Advisors's portfolio in Q4 2025, its #41 holding.
Edge Financial Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2025 and has held it in 4 quarters since.
Edge Financial Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.1M in Q1 2025.
1,002 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.