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Guardian Wealth Advisors (Minnesota)’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Guardian Wealth Advisors (Minnesota)’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
Q3 		– Sell
-6,885
Closed -$555K – 76
2025
Q2 		$555K Sell
6,885
-275
-4% -$21.7K 0.33% 37
2025
Q1 		$565K Sell
7,160
-150
-2% -$11.9K 0.36% 35
2024
Q4 		$575K Sell
7,310
-900
-11% -$71.4K 0.37% 36
2024
Q3 		$659K Sell
8,210
-1,280
-13% -$101K 0.41% 37
2024
Q2 		$732K Sell
9,490
-750
-7% -$57.7K 0.48% 28
2024
Q1 		$796K Sell
10,240
-1,270
-11% -$98.1K 0.52% 27
2023
Q4 		$891K Sell
11,510
-100
-0.9% -$7.46K 0.62% 18
2023
Q3 		$856K Hold
11,610
– – 0.66% 20
2023
Q2 		$872K Sell
11,610
-320
-3% -$23.9K 0.64% 19
2023
Q1 		$901K Hold
11,930
– – 0.71% 18
2022
Q4 		$878K Sell
11,930
-2,860
-19% -$211K 0.78% 19
2022
Q3 		$1.06M Sell
14,790
-105
-0.7% -$7.94K 1.03% 16
2022
Q2 		$1.1M Buy
14,895
+10
+0.1% +$778 1.01% 17
2022
Q1 		$1.23M Buy
14,885
+745
+5% +$62.3K 1.01% 17
2021
Q4 		$1.23M Buy
14,140
+2,345
+20% +$203K 0.99% 17
2021
Q3 		$1.03M Sell
11,795
-361
-3% -$31.7K 0.92% 19
2021
Q2 		$1.07M Buy
12,156
+1,775
+17% +$155K 0.93% 18
2021
Q1 		$905K Buy
10,381
+1,170
+13% +$102K 0.84% 19
2020
Q4 		$804K Buy
+9,211
New +$789K 0.8% 21

Other funds holding HYG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s HYG Position: Q3 2025 in Review

Guardian Wealth Advisors (Minnesota) sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2025, closing a stake of 6,885 shares — an estimated $555K sold.

Guardian Wealth Advisors (Minnesota) first reported a position in HYG in Q4 2020 and held it in 19 quarters. The position peaked at $1.23M in Q4 2021. 915 funds tracked by Wall St. Rank hold HYG as of Q3 2025.

  • Guardian Wealth Advisors (Minnesota) reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Guardian Wealth Advisors (Minnesota) sold 6,885 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2025, an estimated $555K.
  • Guardian Wealth Advisors (Minnesota) first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and held it in 19 quarters.
  • Guardian Wealth Advisors (Minnesota)'s iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.23M in Q4 2021.
  • 915 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2025.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q3 2025, filed 30 Oct 2025.