Lindbrook Capital’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Lindbrook Capital’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	$47.3K	Hold	600	–	–	﹤0.01%	1040
2024 Q4	$47.2K	Hold	600	–	–	﹤0.01%	837
2024 Q3	$48.2K	Hold	600	–	–	﹤0.01%	837
2024 Q2	$46.3K	Sell	600 -583	-49%	-$44.8K	﹤0.01%	828
2024 Q1	$92K	Hold	1,183	–	–	0.01%	558
2023 Q4	$91.6K	Hold	1,183	–	–	0.01%	551
2023 Q3	$87.2K	Hold	1,183	–	–	0.01%	509
2023 Q2	$88.8K	Hold	1,183	–	–	0.01%	518
2023 Q1	$89.4K	Hold	1,183	–	–	0.01%	507
2022 Q4	$87.1K	Buy	1,183 +600	+103%	+$44.2K	0.01%	522
2022 Q3	$42K	Hold	583	–	–	0.01%	713
2022 Q2	$43K	Hold	583	–	–	0.01%	717
2022 Q1	$48K	Hold	583	–	–	0.01%	696
2021 Q4	$51K	Hold	583	–	–	0.01%	709
2021 Q3	$51K	Hold	583	–	–	0.01%	436
2021 Q2	$51K	Hold	583	–	–	0.01%	471
2021 Q1	$51K	Hold	583	–	–	0.01%	438
2020 Q4	$51K	Buy	+583	New	+$49.9K	0.01%	394

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 $6.73T AUM 46.02% 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 $5.29B AUM 8.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Lindbrook Capital's HYG Position: Q1 2025 in Review

Lindbrook Capital held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q1 2025 at 600 shares worth $47.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Lindbrook Capital first reported a position in HYG in Q4 2020 and has held it in 18 quarters since. The position peaked at $92K in Q1 2024. 929 funds tracked by Wall St. Rank hold HYG as of Q1 2025.

Lindbrook Capital held 600 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $47.3K as of Q1 2025.
Lindbrook Capital left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q1 2025.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1040 holding.
Lindbrook Capital first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and has held it in 18 quarters since.
Lindbrook Capital's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $92K in Q1 2024.
929 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.