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Ground Swell Capital’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Ground Swell Capital’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
-7,718
Closed -$620K – 197
2024
Q3 		$620K Buy
+7,718
New +$607K 0.55% 28
2024
Q1 		– Sell
-19,533
Closed -$1.51M – 95
2023
Q4 		$1.51M Buy
+19,533
New +$1.46M 5.56% 2

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

Ground Swell Capital's HYG Position: Q4 2024 in Review

Ground Swell Capital sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2024, closing a stake of 7,718 shares — an estimated $620K sold.

Ground Swell Capital first reported a position in HYG in Q4 2023 and held it in 2 quarters. The position peaked at $1.51M in Q4 2023. 982 funds tracked by Wall St. Rank hold HYG as of Q4 2024.

  • Ground Swell Capital reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Ground Swell Capital sold 7,718 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2024, an estimated $620K.
  • Ground Swell Capital first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and held it in 2 quarters.
  • Ground Swell Capital's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.51M in Q4 2023.
  • 982 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2024.

Based on Ground Swell Capital's 13F filing for Q4 2024, filed 14 Feb 2025.