MSFP
HYG icon

Mark Sheptoff Financial Planning’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Mark Sheptoff Financial Planning’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
Q3 		– Sell
-317
Closed -$25.6K – 514
2025
Q2 		$25.6K Buy
+317
New +$25K 0.01% 247

Other funds holding HYG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mark Sheptoff Financial Planning's HYG Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2025, closing a stake of 317 shares — an estimated $25.6K sold.

Mark Sheptoff Financial Planning first reported a position in HYG in Q2 2025 and held it in 1 quarter. The position peaked at $25.6K in Q2 2025. 915 funds tracked by Wall St. Rank hold HYG as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 317 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2025, an estimated $25.6K.
  • Mark Sheptoff Financial Planning first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $25.6K in Q2 2025.
  • 915 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.