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

Lifeworks 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
Q2 		– Sell
-14,316
Closed -$1.13M – 322
2025
Q1 		$1.13M Buy
14,316
+7,033
+97% +$558K 0.19% 113
2024
Q4 		$573K Buy
+7,283
New +$578K 0.1% 155

Other funds holding HYG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Lifeworks Advisors's HYG Position: Q2 2025 in Review

Lifeworks Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2025, closing a stake of 14,316 shares — an estimated $1.13M sold.

Lifeworks Advisors first reported a position in HYG in Q4 2024 and held it in 2 quarters. The position peaked at $1.13M in Q1 2025. 924 funds tracked by Wall St. Rank hold HYG as of Q2 2025.

  • Lifeworks Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Lifeworks Advisors sold 14,316 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2025, an estimated $1.13M.
  • Lifeworks Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Lifeworks Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.13M in Q1 2025.
  • 924 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2025.

Based on Lifeworks Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.