GWP
HYG icon

Gen-Wealth Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Gen-Wealth Partners’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 		– Sell
-40
Closed -$3.17K – 663
2024
Q3 		$3.17K Hold
40
– – ﹤0.01% 580
2024
Q2 		$3.09K Hold
40
– – ﹤0.01% 559
2024
Q1 		$3.11K Buy
+40
New +$3.09K ﹤0.01% 547

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

Gen-Wealth Partners's HYG Position: Q4 2024 in Review

Gen-Wealth Partners sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2024, closing a stake of 40 shares — an estimated $3.17K sold.

Gen-Wealth Partners first reported a position in HYG in Q1 2024 and held it in 3 quarters. The position peaked at $3.17K in Q3 2024. 982 funds tracked by Wall St. Rank hold HYG as of Q4 2024.

  • Gen-Wealth Partners reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 40 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2024, an estimated $3.17K.
  • Gen-Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2024 and held it in 3 quarters.
  • Gen-Wealth Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.17K in Q3 2024.
  • 982 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2024.

Based on Gen-Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.