Financial Partners Group (Tennessee)’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Financial Partners Group (Tennessee)’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	$770K	Sell	9,553 -409	-4%	-$32.2K	0.28%	55
2025 Q1	$786K	Sell	9,962 -2,415	-20%	-$192K	0.34%	56
2024 Q4	$973K	Buy	+12,377	New	+$983K	0.4%	56

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 $5.29B AUM 8.96% 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 $303B AUM 53.02% 1-Year Est. Return

Financial Partners Group (Tennessee)'s HYG Position: Q2 2025 in Review

Financial Partners Group (Tennessee) reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 4.1% in Q2 2025, selling an estimated $32.2K and leaving 9,553 shares worth $770K. The position accounts for 0.28% of the portfolio, ranked #55.

Financial Partners Group (Tennessee) first reported a position in HYG in Q4 2024 and has held it in 3 quarters since. The position peaked at $973K in Q4 2024. 924 funds tracked by Wall St. Rank hold HYG as of Q2 2025.

Financial Partners Group (Tennessee) held 9,553 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $770K as of Q2 2025.
Financial Partners Group (Tennessee) sold 409 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2025, an estimated $32.2K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.28% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #55 holding.
Financial Partners Group (Tennessee) first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2024 and has held it in 3 quarters since.
Financial Partners Group (Tennessee)'s iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $973K in Q4 2024.
924 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.