Future You Wealth’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.49M Buy
30,887
+2,179
+8% +$172K 1.35% 12
2025
Q1
$2.26M Buy
28,708
+4,963
+21% +$394K 1.45% 11
2024
Q4
$1.87M Buy
+23,745
New +$1.89M 1.32% 12

Other funds holding HYG

Future You Wealth's HYG Position: Q2 2025 in Review

Future You Wealth increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 7.6% in Q2 2025, buying an estimated $172K and bringing the position to 30,887 shares worth $2.49M. The position accounts for 1.35% of the portfolio, ranked #12.

Future You Wealth first reported a position in HYG in Q4 2024 and has held it in 3 quarters since. 925 funds tracked by Wall St. Rank hold HYG as of Q2 2025.

  • Future You Wealth held 30,887 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $2.49M as of Q2 2025.
  • Future You Wealth bought 2,179 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2025, an estimated $172K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 1.35% of Future You Wealth's portfolio in Q2 2025, its #12 holding.
  • Future You Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 925 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2025.

Based on Future You Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.