Financial Gravity Companies’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Financial Gravity Companies’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	$7.02K	Buy	+87	New	+$6.85K	﹤0.01%	633
2024 Q4	$6.53K	Buy	83 +9	+12%	+$714	﹤0.01%	645
2024 Q3	$5.94K	Buy	+74	New	+$5.82K	﹤0.01%	421
2018 Q4	$2.13M	Buy	+25,093	New	+$2.1M	1.93%	7
2018 Q1	$1.9M	Buy	22,232 +3,396	+18%	+$293K	1.94%	7
2017 Q4	$1.64M	Buy	+18,836	New	+$1.65M	1.89%	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

Financial Gravity Companies's HYG Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2025: 87 shares worth $7.02K. The stake represents ﹤0.01% of the portfolio and ranks #633 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in HYG as recently as Q4 2024.

Financial Gravity Companies first reported a position in HYG in Q4 2017 and has held it in 6 quarters since. The position peaked at $2.13M in Q4 2018. 924 funds tracked by Wall St. Rank hold HYG as of Q2 2025.

Financial Gravity Companies held 87 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $7.02K as of Q2 2025.
iShares iBoxx $ High Yield Corporate Bond ETF was a new Financial Gravity Companies position in Q2 2025.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #633 holding.
Financial Gravity Companies first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and has held it in 6 quarters since.
Financial Gravity Companies's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.13M in Q4 2018.
924 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.