Intrua Financial’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Intrua Financial’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 Q2	–	Sell	-19,400	Closed	-$1.53M	–	379
2025 Q1	$1.53M	Buy	+19,400	New	+$1.54M	0.22%	84

Other funds holding HYG

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

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

CCMG

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

BCIM

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Intrua Financial's HYG Position: Q1 2021 in Review

Intrua Financial sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2021, closing a stake of 5,201 shares — an estimated $454K sold.

Intrua Financial first reported a position in HYG in Q2 2020 and held it in 2 quarters. The position peaked at $1.4M in Q2 2020. 888 funds tracked by Wall St. Rank hold HYG as of Q1 2021.

Intrua Financial reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Intrua Financial sold 5,201 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2021, an estimated $454K.
Intrua Financial first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2020 and held it in 2 quarters.
Intrua Financial's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.4M in Q2 2020.
888 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2021.

Based on Intrua Financial's 13F filing for Q1 2021, filed 30 Apr 2021.