LJI Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

LJI Wealth Management’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	-3,719	Closed	-$293K	–	188
2025 Q1	$293K	Sell	3,719 -141	-4%	-$11.2K	0.06%	137
2024 Q4	$304K	Sell	3,860 -5,814	-60%	-$462K	0.06%	133
2024 Q3	$777K	Sell	9,674 -357	-4%	-$28.1K	0.16%	66
2024 Q2	$774K	Sell	10,031 -250	-2%	-$19.2K	0.17%	64
2024 Q1	$799K	Sell	10,281 -130	-1%	-$10K	0.21%	52
2023 Q4	$806K	Buy	+10,411	New	+$776K	0.21%	58
2023 Q1	–	Sell	-3,026	Closed	-$223K	–	162
2022 Q4	$223K	Buy	+3,026	New	+$223K	0.08%	124

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

LJI Wealth Management's HYG Position: Q2 2025 in Review

LJI Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2025, closing a stake of 3,719 shares — an estimated $293K sold.

LJI Wealth Management first reported a position in HYG in Q4 2022 and held it in 7 quarters. The position peaked at $806K in Q4 2023. 924 funds tracked by Wall St. Rank hold HYG as of Q2 2025.

LJI Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
LJI Wealth Management sold 3,719 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2025, an estimated $293K.
LJI Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and held it in 7 quarters.
LJI Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $806K in Q4 2023.
924 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2025.

Based on LJI Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.