Flagship Private Wealth’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Flagship Private Wealth’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 Q1	–	Sell	-6,026	Closed	-$474K	–	106
2024 Q4	$474K	Buy	+6,026	New	+$478K	0.23%	63
2021 Q3	–	Sell	-291	Closed	-$25.7K	–	155
2021 Q2	$25.7K	Hold	291	–	–	0.02%	180
2021 Q1	$25.4K	Sell	291 -1	-0.3%	-$87	0.02%	155
2020 Q4	$25.4K	Buy	+292	New	+$25K	0.02%	160

Other funds holding HYG

CCMG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

Flagship Private Wealth's HYG Position: Q1 2025 in Review

Flagship Private Wealth sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2025, closing a stake of 6,026 shares — an estimated $474K sold.

Flagship Private Wealth first reported a position in HYG in Q4 2020 and held it in 4 quarters. The position peaked at $474K in Q4 2024. 930 funds tracked by Wall St. Rank hold HYG as of Q1 2025.

Flagship Private Wealth reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Flagship Private Wealth sold 6,026 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2025, an estimated $474K.
Flagship Private Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
Flagship Private Wealth's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $474K in Q4 2024.
930 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2025.

Based on Flagship Private Wealth's 13F filing for Q1 2025, filed 14 Apr 2025.