Liquid Strategies’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Liquid Strategies’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	-41,501	Closed	-$3.27M	–	8
2025 Q1	$3.27M	Sell	41,501 -50,323	-55%	-$3.99M	0.62%	12
2024 Q4	$7.22M	Buy	+91,824	New	+$7.29M	1.49%	9
2024 Q2	–	Sell	-102,226	Closed	-$7.95M	–	15
2024 Q1	$7.95M	Buy	102,226 +52,103	+104%	+$4.03M	2.06%	11
2023 Q4	$3.88M	Buy	+50,123	New	+$3.74M	0.95%	11

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

Liquid Strategies's HYG Position: Q2 2025 in Review

Liquid Strategies sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2025, closing a stake of 41,501 shares — an estimated $3.27M sold.

Liquid Strategies first reported a position in HYG in Q4 2023 and held it in 4 quarters. The position peaked at $7.95M in Q1 2024. 924 funds tracked by Wall St. Rank hold HYG as of Q2 2025.

Liquid Strategies reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Liquid Strategies sold 41,501 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2025, an estimated $3.27M.
Liquid Strategies first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
Liquid Strategies's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $7.95M in Q1 2024.
924 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2025.

Based on Liquid Strategies's 13F filing for Q2 2025, filed 29 Jul 2025.