EPIQ Capital Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

EPIQ Capital Group’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
2024 Q4	$940K	Buy	11,957 +232	+2%	+$18.4K	0.25%	36
2024 Q3	$942K	Buy	11,725 +815	+7%	+$64.1K	0.27%	32
2024 Q2	$842K	Buy	10,910 +6,594	+153%	+$507K	0.3%	30
2024 Q1	$336K	Buy	4,316 +1,654	+62%	+$128K	0.13%	43
2023 Q4	$206K	Buy	+2,662	New	+$198K	0.09%	52
2023 Q1	–	Sell	-6,000	Closed	-$442K	–	54
2022 Q4	$442K	Buy	+6,000	New	+$442K	0.24%	31

Other funds holding HYG

CCMG

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

EPIQ Capital Group's HYG Position: Q4 2024 in Review

EPIQ Capital Group increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 2% in Q4 2024, buying an estimated $18.4K and bringing the position to 11,957 shares worth $940K. The position accounts for 0.25% of the portfolio, ranked #36.

EPIQ Capital Group first reported a position in HYG in Q4 2022 and has held it in 6 quarters since. The position peaked at $942K in Q3 2024. 984 funds tracked by Wall St. Rank hold HYG as of Q4 2024.

EPIQ Capital Group held 11,957 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $940K as of Q4 2024.
EPIQ Capital Group bought 232 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2024, an estimated $18.4K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.25% of EPIQ Capital Group's portfolio in Q4 2024, its #36 holding.
EPIQ Capital Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and has held it in 6 quarters since.
EPIQ Capital Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $942K in Q3 2024.
984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2024.

Based on EPIQ Capital Group's 13F filing for Q4 2024, filed 7 Feb 2025.