EnRich Financial Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

EnRich Financial Partners’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	-247	Closed	-$19.4K	–	131
2024 Q4	$19.4K	Hold	247	–	–	0.01%	141
2024 Q3	$19.8K	Hold	247	–	–	0.01%	139
2024 Q2	$19.1K	Hold	247	–	–	0.01%	142
2024 Q1	$19.2K	Buy	+247	New	+$19.1K	0.01%	131

Other funds holding HYG

CCMG

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JSTA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCIM

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

EnRich Financial Partners's HYG Position: Q1 2025 in Review

EnRich Financial Partners sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2025, closing a stake of 247 shares — an estimated $19.4K sold.

EnRich Financial Partners first reported a position in HYG in Q1 2024 and held it in 4 quarters. The position peaked at $19.8K in Q3 2024. 928 funds tracked by Wall St. Rank hold HYG as of Q1 2025.

EnRich Financial Partners reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
EnRich Financial Partners sold 247 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2025, an estimated $19.4K.
EnRich Financial Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2024 and held it in 4 quarters.
EnRich Financial Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $19.8K in Q3 2024.
928 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.