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

My Legacy 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	$7.66M	Buy	95,631 +4,924	+5%	+$388K	2.73%	5
2025 Q1	$7.16M	Buy	90,707 +2,456	+3%	+$195K	2.76%	5
2024 Q4	$7M	Buy	88,251 +1,380	+2%	+$110K	2.72%	6
2024 Q3	$6.98M	Sell	86,871 -14,962	-15%	-$1.18M	2.75%	6
2024 Q2	$7.86M	Buy	101,833 +4,918	+5%	+$378K	2.51%	7
2024 Q1	$7.53M	Buy	96,915 +229	+0.2%	+$17.7K	2.53%	5
2023 Q4	$7.5M	Sell	96,686 -1,626	-2%	-$121K	2.71%	6
2023 Q3	$7.06M	Buy	98,312 +986	+1%	+$73.6K	2.87%	5
2023 Q2	$7.36M	Sell	97,326 -1,029	-1%	-$76.8K	2.89%	4
2023 Q1	$7.35M	Sell	98,355 -2,624	-3%	-$197K	3.15%	2
2022 Q4	$7.71M	Buy	100,979 +76,364	+310%	+$5.63M	3.29%	2
2022 Q3	$1.76M	Sell	24,615 -11,852	-33%	-$896K	0.89%	22
2022 Q2	$2.72M	Buy	+36,467	New	+$2.84M	1.36%	13

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

My Legacy Advisors's HYG Position: Q2 2025 in Review

My Legacy Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 5.4% in Q2 2025, buying an estimated $388K and bringing the position to 95,631 shares worth $7.66M. The position accounts for 2.73% of the portfolio, ranked #5.

My Legacy Advisors first reported a position in HYG in Q2 2022 and has held it in 13 quarters since. The position peaked at $7.86M in Q2 2024. 924 funds tracked by Wall St. Rank hold HYG as of Q2 2025.

My Legacy Advisors held 95,631 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $7.66M as of Q2 2025.
My Legacy Advisors bought 4,924 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2025, an estimated $388K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 2.73% of My Legacy Advisors's portfolio in Q2 2025, its #5 holding.
My Legacy Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2022 and has held it in 13 quarters since.
My Legacy Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $7.86M in Q2 2024.
924 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.