Icon Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Icon Wealth Advisors’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	-2,089	Closed	-$164K	–	504
2024 Q4	$164K	Hold	2,089	–	–	0.01%	412
2024 Q3	$168K	Sell	2,089 -9	-0.4%	-$708	0.01%	390
2024 Q2	$165K	Buy	2,098 +119	+6%	+$9.15K	0.01%	366
2024 Q1	$154K	Hold	1,979	–	–	0.01%	383
2023 Q4	$153K	Buy	+1,979	New	+$148K	0.02%	350

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

Icon Wealth Advisors's HYG Position: Q1 2025 in Review

Icon Wealth Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2025, closing a stake of 2,089 shares — an estimated $164K sold.

Icon Wealth Advisors first reported a position in HYG in Q4 2023 and held it in 5 quarters. The position peaked at $168K in Q3 2024. 928 funds tracked by Wall St. Rank hold HYG as of Q1 2025.

Icon Wealth Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Icon Wealth Advisors sold 2,089 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2025, an estimated $164K.
Icon Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and held it in 5 quarters.
Icon Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $168K in Q3 2024.
928 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2025.

Based on Icon Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.