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

Heritage 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
2025 Q1	$242K	Buy	+3,067	New	+$243K	0.37%	53

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

Heritage Wealth Partners's HYG Position: Q1 2025 in Review

Heritage Wealth Partners opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2025: 3,067 shares worth $242K. The stake represents 0.37% of the portfolio and ranks #53 among its holdings.

930 funds tracked by Wall St. Rank hold HYG as of Q1 2025.

Heritage Wealth Partners held 3,067 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $242K as of Q1 2025.
iShares iBoxx $ High Yield Corporate Bond ETF was a new Heritage Wealth Partners position in Q1 2025.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.37% of Heritage Wealth Partners's portfolio in Q1 2025, its #53 holding.
930 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.