NewSquare Capital’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

NewSquare Capital’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	-1	Closed	-$48	–	657
2025 Q2	$48	Hold	1	–	–	﹤0.01%	1282
2025 Q1	$46	Hold	1	–	–	﹤0.01%	1146
2024 Q4	$46	Hold	1	–	–	﹤0.01%	902
2024 Q3	$46	Hold	1	–	–	﹤0.01%	319
2024 Q2	$43	Hold	1	–	–	﹤0.01%	331
2024 Q1	$43	Buy	+1	New	+$77	﹤0.01%	422
2022 Q3	–	Sell	-2,115	Closed	-$156K	–	447
2022 Q2	$156K	Buy	+2,115	New	+$164K	0.02%	154
2019 Q3	–	Sell	-22	Closed	-$2K	–	312
2019 Q2	$2K	Hold	22	–	–	﹤0.01%	329
2019 Q1	$2K	Hold	22	–	–	﹤0.01%	303
2018 Q4	$2K	Buy	+22	New	+$1.84K	﹤0.01%	300
2018 Q1	–	Sell	-33	Closed	-$3K	–	340
2017 Q4	$3K	Buy	+33	New	+$2.9K	﹤0.01%	300
2015 Q4	–	Sell	-141	Closed	-$12K	–	350
2015 Q3	$12K	Hold	141	–	–	﹤0.01%	215
2015 Q2	$13K	Hold	141	–	–	﹤0.01%	229
2015 Q1	$13K	Hold	141	–	–	﹤0.01%	214
2014 Q4	$13K	Hold	141	–	–	﹤0.01%	227
2014 Q3	$13K	Hold	141	–	–	﹤0.01%	233
2014 Q2	$13K	Hold	141	–	–	﹤0.01%	210
2014 Q1	$13K	Sell	141 -255	-64%	-$23.9K	0.01%	196
2013 Q4	$37K	Buy	396 +346	+692%	+$32.1K	0.02%	130
2013 Q3	$5K	Hold	50	–	–	﹤0.01%	191
2013 Q2	$5K	Buy	+50	New	+$4.7K	﹤0.01%	165

Other funds holding HYG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

NewSquare Capital's HYG Position: Q3 2025 in Review

NewSquare Capital sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2025, closing a stake of 1 share — an estimated $48 sold.

NewSquare Capital first reported a position in HYG in Q2 2013 and held it in 21 quarters. The position peaked at $156K in Q2 2022. 915 funds tracked by Wall St. Rank hold HYG as of Q3 2025.

NewSquare Capital reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 1 iShares iBoxx $ High Yield Corporate Bond ETF share in Q3 2025, an estimated $48.
NewSquare Capital first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and held it in 21 quarters.
NewSquare Capital's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $156K in Q2 2022.
915 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.