Empowered Funds’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Empowered Funds’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	-36,774	Closed	-$2.97M	–	1423
2025 Q3	$2.97M	Buy	36,774 +11,535	+46%	+$929K	0.03%	711
2025 Q2	$2.03M	Buy	+25,239	New	+$1.99M	0.02%	814
2024 Q4	–	Sell	-95,006	Closed	-$7.59M	–	1698
2024 Q3	$7.59M	Buy	+95,006	New	+$7.47M	0.12%	229
2023 Q1	–	Sell	-114,047	Closed	-$8.4M	–	603
2022 Q4	$8.4M	Buy	+114,047	New	+$8.41M	0.55%	35
2022 Q2	–	Sell	-145,185	Closed	-$11.9M	–	294
2022 Q1	$11.9M	Buy	+145,185	New	+$12.1M	1.3%	13
2021 Q3	–	Sell	-42,088	Closed	-$3.69M	–	245
2021 Q2	$3.69M	Buy	+42,088	New	+$3.67M	0.47%	82

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

Empowered Funds's HYG Position: Q4 2025 in Review

Empowered Funds sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2025, closing a stake of 36,774 shares — an estimated $2.97M sold.

Empowered Funds first reported a position in HYG in Q2 2021 and held it in 6 quarters. The position peaked at $11.9M in Q1 2022. 1,002 funds tracked by Wall St. Rank hold HYG as of Q4 2025.

Empowered Funds reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Empowered Funds sold 36,774 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2025, an estimated $2.97M.
Empowered Funds first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2021 and held it in 6 quarters.
Empowered Funds's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $11.9M in Q1 2022.
1,002 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2025.

Based on Empowered Funds's 13F filing for Q4 2025, filed 11 Feb 2026.