Iron Horse Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Iron Horse Wealth Management’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	$280	Hold	3	–	–	﹤0.01%	558
2025 Q1	$270	Hold	3	–	–	﹤0.01%	570
2024 Q4	$267	Hold	3	–	–	﹤0.01%	477
2024 Q3	$267	Hold	3	–	–	﹤0.01%	476
2024 Q2	$253	Hold	3	–	–	﹤0.01%	455
2024 Q1	$251	Hold	3	–	–	﹤0.01%	441
2023 Q4	$247	Hold	3	–	–	﹤0.01%	471
2023 Q3	$231	Hold	3	–	–	﹤0.01%	484
2023 Q2	$232	Hold	3	–	–	﹤0.01%	298
2023 Q1	$230	Hold	3	–	–	﹤0.01%	330
2022 Q4	$0	Buy	+3	New	+$221	﹤0.01%	254
2022 Q2	–	Sell	-2	Closed	–	–	279
2022 Q1	$0	Hold	2	–	–	﹤0.01%	236
2021 Q4	$0	Hold	2	–	–	﹤0.01%	225
2021 Q3	$0	Hold	2	–	–	﹤0.01%	214
2021 Q2	$0	Hold	2	–	–	﹤0.01%	194
2021 Q1	$0	Hold	2	–	–	﹤0.01%	186
2020 Q4	$0	Buy	+2	New	+$171	﹤0.01%	174

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

Iron Horse Wealth Management's HYG Position: Q2 2025 in Review

Iron Horse Wealth Management held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q2 2025 at 3 shares worth $280. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Iron Horse Wealth Management first reported a position in HYG in Q4 2020 and has held it in 17 quarters since. 924 funds tracked by Wall St. Rank hold HYG as of Q2 2025.

Iron Horse Wealth Management held 3 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $280 as of Q2 2025.
Iron Horse Wealth Management left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q2 2025.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #558 holding.
Iron Horse Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and has held it in 17 quarters since.
924 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.