New Century Financial Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

New Century Financial Group’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	–	Sell	-4,139	Closed	-$327K	–	209
2024 Q4	$327K	Sell	4,139 -997	-19%	-$79.1K	0.14%	197
2024 Q3	$412K	Buy	5,136 +1,488	+41%	+$117K	0.15%	178
2024 Q2	$281K	Buy	+3,648	New	+$280K	0.12%	205
2024 Q1	–	Sell	-2,636	Closed	-$204K	–	187
2023 Q4	$204K	Buy	+2,636	New	+$197K	0.18%	160

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 $5.72T AUM 30.48% 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 $4.81B AUM 4.62% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

New Century Financial Group's HYG Position: Q1 2025 in Review

New Century Financial Group sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2025, closing a stake of 4,139 shares — an estimated $327K sold.

New Century Financial Group first reported a position in HYG in Q4 2023 and held it in 4 quarters. The position peaked at $412K in Q3 2024. 928 funds tracked by Wall St. Rank hold HYG as of Q1 2025.

New Century Financial Group reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
New Century Financial Group sold 4,139 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2025, an estimated $327K.
New Century Financial Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
New Century Financial Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $412K in Q3 2024.
928 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2025.

Based on New Century Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.