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

Element Wealth’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 Q1	–	Sell	-443	Closed	-$34.9K	–	204
2024 Q4	$34.9K	Buy	443 +203	+85%	+$16.1K	0.02%	212
2024 Q3	$19.3K	Buy	+240	New	+$18.9K	0.01%	225
2021 Q2	–	Sell	-997	Closed	-$87K	–	179
2021 Q1	$87K	Hold	997	–	–	0.07%	114
2020 Q4	$87K	Buy	997 +515	+107%	+$44.1K	0.08%	111
2020 Q3	$40K	Buy	482 +6	+1%	+$505	0.04%	110
2020 Q2	$39K	Sell	476 -289	-38%	-$23.3K	0.04%	103
2020 Q1	$59K	Sell	765 -716	-48%	-$60.5K	0.08%	92
2019 Q4	$130K	Buy	+1,481	New	+$129K	0.13%	76

Other funds holding HYG

CCMG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JSTA

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

Element Wealth's HYG Position: Q1 2025 in Review

Element Wealth sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2025, closing a stake of 443 shares — an estimated $34.9K sold.

Element Wealth first reported a position in HYG in Q4 2019 and held it in 8 quarters. The position peaked at $130K in Q4 2019. 930 funds tracked by Wall St. Rank hold HYG as of Q1 2025.

Element Wealth reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Element Wealth sold 443 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2025, an estimated $34.9K.
Element Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and held it in 8 quarters.
Element Wealth's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $130K in Q4 2019.
930 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.