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

Northwest Capital 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 Q4	–	Sell	-36	Closed	-$2.96K	–	147
2025 Q3	$2.96K	Hold	36	–	–	﹤0.01%	228
2025 Q2	$2.94K	Hold	36	–	–	﹤0.01%	314
2025 Q1	$2.87K	Hold	36	–	–	﹤0.01%	380
2024 Q4	$2.86K	Hold	36	–	–	﹤0.01%	375
2024 Q3	$2.92K	Hold	36	–	–	﹤0.01%	394
2024 Q2	$2.81K	Hold	36	–	–	﹤0.01%	388
2024 Q1	$2.83K	Hold	36	–	–	﹤0.01%	471
2023 Q4	$2.82K	Hold	36	–	–	﹤0.01%	469
2023 Q3	$2.68K	Hold	36	–	–	﹤0.01%	464
2023 Q2	$2.73K	Buy	+36	New	+$2.69K	﹤0.01%	468

Other funds holding HYG

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Northwest Capital Management's HYG Position: Q4 2025 in Review

Northwest Capital Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2025, closing a stake of 36 shares — an estimated $2.96K sold.

Northwest Capital Management first reported a position in HYG in Q2 2023 and held it in 10 quarters. The position peaked at $2.96K in Q3 2025. 1,003 funds tracked by Wall St. Rank hold HYG as of Q4 2025.

Northwest Capital Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Northwest Capital Management sold 36 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2025, an estimated $2.96K.
Northwest Capital Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2023 and held it in 10 quarters.
Northwest Capital Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.96K in Q3 2025.
1,003 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.