NWF Advisory Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

NWF Advisory Services’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	–	Sell	-3,650	Closed	-$288K	–	428
2025 Q1	$288K	Sell	3,650 -177	-5%	-$14K	0.04%	256
2024 Q4	$301K	Buy	+3,827	New	+$304K	0.04%	198

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

NWF Advisory Services's HYG Position: Q2 2025 in Review

NWF Advisory Services sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2025, closing a stake of 3,650 shares — an estimated $288K sold.

NWF Advisory Services first reported a position in HYG in Q4 2024 and held it in 2 quarters. The position peaked at $301K in Q4 2024. 924 funds tracked by Wall St. Rank hold HYG as of Q2 2025.

NWF Advisory Services reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
NWF Advisory Services sold 3,650 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2025, an estimated $288K.
NWF Advisory Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
NWF Advisory Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $301K in Q4 2024.
924 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2025.

Based on NWF Advisory Services's 13F filing for Q2 2025, filed 9 Sep 2025.