Lee, Danner & Bass’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Lee, Danner & Bass’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	-1,000	Closed	-$78.7K	–	444
2024 Q4	$78.7K	Buy	+1,000	New	+$79.4K	0.01%	302

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

Lee, Danner & Bass's HYG Position: Q1 2025 in Review

Lee, Danner & Bass sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2025, closing a stake of 1,000 shares — an estimated $78.7K sold.

Lee, Danner & Bass first reported a position in HYG in Q4 2024 and held it in 1 quarter. The position peaked at $78.7K in Q4 2024. 928 funds tracked by Wall St. Rank hold HYG as of Q1 2025.

Lee, Danner & Bass reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 1,000 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2025, an estimated $78.7K.
Lee, Danner & Bass first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $78.7K in Q4 2024.
928 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.