GA
HYG icon

Geller Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Geller Advisors’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
2024
Q4 		$449K Buy
5,711
+310
+6% +$24.6K 0.03% 144
2024
Q3 		$434K Sell
5,401
-46
-0.8% -$3.62K 0.03% 155
2024
Q2 		$420K Buy
5,447
+443
+9% +$34.1K 0.03% 161
2024
Q1 		$389K Buy
5,004
+199
+4% +$15.4K 0.03% 179
2023
Q4 		$372K Buy
4,805
+33
+0.7% +$2.46K 0.04% 171
2023
Q3 		$352K Buy
+4,772
New +$356K 0.04% 163

Other funds holding HYG

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Geller Advisors's HYG Position: Q4 2024 in Review

Geller Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 5.7% in Q4 2024, buying an estimated $24.6K and bringing the position to 5,711 shares worth $449K. The position accounts for 0.03% of the portfolio, ranked #144.

Geller Advisors first reported a position in HYG in Q3 2023 and has held it in 6 quarters since. 982 funds tracked by Wall St. Rank hold HYG as of Q4 2024.

  • Geller Advisors held 5,711 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $449K as of Q4 2024.
  • Geller Advisors bought 310 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2024, an estimated $24.6K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.03% of Geller Advisors's portfolio in Q4 2024, its #144 holding.
  • Geller Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2023 and has held it in 6 quarters since.
  • 982 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.