Erickson Financial Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Erickson Financial 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
2025 Q2	–	Sell	-21,205	Closed	-$1.67M	–	27
2025 Q1	$1.67M	Buy	21,205 +1,400	+7%	+$111K	1.25%	13
2024 Q4	$1.56M	Buy	19,805 +99	+0.5%	+$7.86K	1.11%	13
2024 Q3	$1.58M	Buy	+19,706	New	+$1.55M	1.13%	13
2023 Q4	–	Sell	-5,435	Closed	-$401K	–	24
2023 Q3	$401K	Sell	5,435 -580	-10%	-$43.3K	0.37%	19
2023 Q2	$452K	Sell	6,015 -188	-3%	-$14K	0.41%	19
2023 Q1	$469K	Sell	6,203 -450	-7%	-$33.7K	0.46%	17
2022 Q4	$490K	Sell	6,653 -44,573	-87%	-$3.29M	0.53%	17
2022 Q3	$3.66M	Buy	51,226 +9	+0%	+$680	4.07%	8
2022 Q2	$3.77M	Sell	51,217 -397	-0.8%	-$30.9K	4.04%	8
2022 Q1	$4.25M	Sell	51,614 -2,145	-4%	-$179K	3.82%	8
2021 Q4	$4.68M	Buy	+53,759	New	+$4.66M	4.03%	7

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

JSTA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Erickson Financial Group's HYG Position: Q2 2025 in Review

Erickson Financial Group sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2025, closing a stake of 21,205 shares — an estimated $1.67M sold.

Erickson Financial Group first reported a position in HYG in Q4 2021 and held it in 11 quarters. The position peaked at $4.68M in Q4 2021. 924 funds tracked by Wall St. Rank hold HYG as of Q2 2025.

Erickson Financial Group reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Erickson Financial Group sold 21,205 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2025, an estimated $1.67M.
Erickson Financial Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and held it in 11 quarters.
Erickson Financial Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.68M in Q4 2021.
924 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2025.

Based on Erickson Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.