J. Goldman & Co’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

J. Goldman & Co’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 Q4	–	Sell	-100,000	Closed	-$8.12M	–	635
2025 Q3	$8.12M	Sell	100,000 -200,000	-67%	-$16.1M	0.2%	142
2025 Q2	$24.2M	Sell	300,000 -675,300	-69%	-$53.2M	0.58%	50
2025 Q1	$76.9M	Buy	+975,300	New	+$77.4M	1.9%	5
2024 Q3	–	Sell	-100,000	Closed	-$7.71M	–	527
2024 Q2	$7.71M	Sell	100,000 -200,000	-67%	-$15.4M	0.22%	129
2024 Q1	$23.3M	Buy	+300,000	New	+$23.2M	0.75%	35
2023 Q4	–	Sell	-199,800	Closed	-$14.7M	–	397
2023 Q3	$14.7M	Buy	199,800 +134,800	+207%	+$10.1M	0.52%	60
2023 Q2	$4.88M	Buy	+65,000	New	+$4.85M	0.18%	137
2018 Q1	–	Sell	-35,000	Closed	-$3.05M	–	391
2017 Q4	$3.05M	Sell	35,000 -15,000	-30%	-$1.32M	0.16%	159
2017 Q3	$4.44M	Hold	50,000	–	–	0.22%	122
2017 Q2	$4.42M	Buy	+50,000	New	+$4.4M	0.24%	116
2013 Q4	–	Sell	-34,000	Closed	-$3.11M	–	259
2013 Q3	$3.11M	Buy	+34,000	New	+$3.12M	0.29%	119

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

JSTA

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

J. Goldman & Co's HYG Position: Q4 2022 in Review

J. Goldman & Co sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2022, closing a stake of 3,066 shares — an estimated $219K sold.

J. Goldman & Co first reported a position in HYG in Q2 2016 and held it in 4 quarters. The position peaked at $5.79M in Q3 2016. 896 funds tracked by Wall St. Rank hold HYG as of Q4 2022.

J. Goldman & Co reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
J. Goldman & Co sold 3,066 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2022, an estimated $219K.
J. Goldman & Co first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2016 and held it in 4 quarters.
J. Goldman & Co's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $5.79M in Q3 2016.
896 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2022.

Based on J. Goldman & Co's 13F filing for Q4 2022, filed 14 Feb 2023.