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

Guidance 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
2025 Q1	–	Sell	-4,388	Closed	-$350K	–	200
2024 Q4	$350K	Sell	4,388 -7,438	-63%	-$590K	0.11%	167
2024 Q3	$944K	Buy	11,826 +2,213	+23%	+$174K	0.3%	80
2024 Q2	$755K	Buy	9,613 +605	+7%	+$46.5K	0.25%	92
2024 Q1	$684K	Sell	9,008 -1,280	-12%	-$98.9K	0.25%	86
2023 Q4	$794K	Buy	10,288 +412	+4%	+$30.7K	0.32%	62
2023 Q3	$713K	Buy	9,876 +190	+2%	+$14.2K	0.32%	55
2023 Q2	$725K	Buy	+9,686	New	+$723K	0.32%	57

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Guidance Capital's HYG Position: Q1 2025 in Review

Guidance Capital sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2025, closing a stake of 4,388 shares — an estimated $350K sold.

Guidance Capital first reported a position in HYG in Q2 2023 and held it in 7 quarters. The position peaked at $944K in Q3 2024. 928 funds tracked by Wall St. Rank hold HYG as of Q1 2025.

Guidance Capital reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Guidance Capital sold 4,388 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2025, an estimated $350K.
Guidance Capital first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2023 and held it in 7 quarters.
Guidance Capital's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $944K in Q3 2024.
928 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2025.

Based on Guidance Capital's 13F filing for Q1 2025, filed 6 May 2025.