Financial Advocates Investment Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Financial Advocates Investment Management’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	-14,230	Closed	-$1.12M	–	694
2025 Q1	$1.12M	Sell	14,230 -93	-0.6%	-$7.38K	0.08%	257
2024 Q4	$1.13M	Buy	14,323 +8,213	+134%	+$652K	0.06%	282
2024 Q3	$536K	Sell	6,110 -7,861	-56%	-$618K	0.03%	443
2024 Q2	$1.08M	Buy	13,971 +1,073	+8%	+$82.5K	0.07%	277
2024 Q1	$1.36M	Sell	12,898 -2,699	-17%	-$209K	0.08%	251
2023 Q4	$1.21M	Buy	15,597 +12,378	+385%	+$923K	0.08%	249
2023 Q3	$237K	Sell	3,219 -1,335	-29%	-$99.7K	0.02%	598
2023 Q2	$371K	Sell	4,554 -23,685	-84%	-$1.77M	0.03%	461
2023 Q1	$2.13M	Sell	28,239 -8,970	-24%	-$672K	0.15%	157
2022 Q4	$2.74M	Buy	37,209 +17,062	+85%	+$1.26M	0.2%	124
2022 Q3	$1.42M	Sell	20,147 -13,746	-41%	-$1.04M	0.12%	195
2022 Q2	$2.5M	Sell	33,893 -5,971	-15%	-$464K	0.2%	126
2022 Q1	$3.28M	Sell	39,864 -7,926	-17%	-$663K	0.22%	113
2021 Q4	$4.16M	Sell	47,790 -1,627	-3%	-$141K	0.26%	95
2021 Q3	$4.32M	Buy	49,417 +9,161	+23%	+$804K	0.29%	85
2021 Q2	$3.54M	Buy	40,256 +256	+0.6%	+$22.3K	0.24%	104
2021 Q1	$3.49M	Buy	40,000 +5,073	+15%	+$441K	0.25%	87
2020 Q4	$3.04M	Sell	34,927 -5,525	-14%	-$473K	0.21%	106
2020 Q3	$3.39M	Buy	40,452 +1,455	+4%	+$122K	0.29%	78
2020 Q2	$3.17M	Buy	38,997 +2,909	+8%	+$234K	0.3%	83
2020 Q1	$2.78M	Sell	36,088 -15,079	-29%	-$1.27M	0.4%	65
2019 Q4	$4.5M	Buy	51,167 +4,076	+9%	+$355K	0.48%	48
2019 Q3	$4.11M	Buy	47,091 +665	+1%	+$57.8K	0.47%	52
2019 Q2	$4.05M	Sell	46,426 -1,237	-3%	-$107K	0.47%	52
2019 Q1	$4.12M	Sell	47,663 -2,091	-4%	-$178K	0.51%	50
2018 Q4	$4.04M	Buy	49,754 +9,506	+24%	+$796K	0.55%	48
2018 Q3	$3.48M	Buy	40,248 +1,455	+4%	+$125K	0.39%	64
2018 Q2	$3.29M	Sell	38,793 -358	-0.9%	-$30.7K	0.4%	68
2018 Q1	$3.35M	Buy	39,151 +1,637	+4%	+$141K	0.44%	59
2017 Q4	$3.27M	Buy	+37,514	New	+$3.29M	0.45%	56

Other funds holding HYG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 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 $5.29B AUM 8.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $303B AUM 53.02% 1-Year Est. Return

Financial Advocates Investment Management's HYG Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2025, closing a stake of 14,230 shares — an estimated $1.12M sold.

Financial Advocates Investment Management first reported a position in HYG in Q4 2017 and held it in 30 quarters. The position peaked at $4.5M in Q4 2019. 925 funds tracked by Wall St. Rank hold HYG as of Q2 2025.

Financial Advocates Investment Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 14,230 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2025, an estimated $1.12M.
Financial Advocates Investment Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and held it in 30 quarters.
Financial Advocates Investment Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.5M in Q4 2019.
925 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.