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

ERTS Wealth Advisors’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	-9,581	Closed	-$756K	–	50
2025 Q1	$756K	Hold	9,581	–	–	0.15%	36
2024 Q4	$754K	Hold	9,581	–	–	0.14%	38
2024 Q3	$769K	Hold	9,581	–	–	0.14%	38
2024 Q2	$739K	Sell	9,581 -1,389	-13%	-$107K	0.15%	37
2024 Q1	$853K	Sell	10,970 -4,783	-30%	-$370K	0.17%	32
2023 Q4	$1.22M	Buy	+15,753	New	+$1.17M	0.26%	25
2023 Q1	–	Sell	-5,180	Closed	-$381K	–	91
2022 Q4	$381K	Buy	+5,180	New	+$382K	0.1%	66
2019 Q1	–	Sell	-16,560	Closed	-$1.34M	–	182
2018 Q4	$1.34M	Buy	+16,560	New	+$1.39M	0.96%	18

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

ERTS Wealth Advisors's HYG Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2025, closing a stake of 9,581 shares — an estimated $756K sold.

ERTS Wealth Advisors first reported a position in HYG in Q4 2018 and held it in 8 quarters. The position peaked at $1.34M in Q4 2018. 924 funds tracked by Wall St. Rank hold HYG as of Q2 2025.

ERTS Wealth Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
ERTS Wealth Advisors sold 9,581 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2025, an estimated $756K.
ERTS Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and held it in 8 quarters.
ERTS Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.34M in Q4 2018.
924 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.