Oldfather Financial Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Oldfather Financial 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 Q4	$522K	Hold	6,471	–	–	0.16%	60
2025 Q3	$525K	Sell	6,471 -46	-0.7%	-$3.71K	0.16%	52
2025 Q2	$526K	Sell	6,517 -91	-1%	-$7.17K	0.18%	48
2025 Q1	$521K	Buy	6,608 +69	+1%	+$5.48K	0.2%	47
2024 Q4	$514K	Sell	6,539 -386	-6%	-$30.6K	0.2%	43
2024 Q3	$556K	Buy	6,925 +4,103	+145%	+$323K	0.21%	41
2024 Q2	$218K	Sell	2,822 -2	-0.1%	-$154	0.09%	67
2024 Q1	$220K	Buy	2,824 +168	+6%	+$13K	0.09%	66
2023 Q4	$206K	Buy	+2,656	New	+$198K	0.09%	63

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Oldfather Financial Services's HYG Position: Q4 2025 in Review

Oldfather Financial Services held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q4 2025 at 6,471 shares worth $522K. The position accounts for 0.16% of the portfolio, ranked #60.

Oldfather Financial Services first reported a position in HYG in Q4 2023 and has held it in 9 quarters since. The position peaked at $556K in Q3 2024. 1,003 funds tracked by Wall St. Rank hold HYG as of Q4 2025.

Oldfather Financial Services held 6,471 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $522K as of Q4 2025.
Oldfather Financial Services left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q4 2025.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.16% of Oldfather Financial Services's portfolio in Q4 2025, its #60 holding.
Oldfather Financial Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and has held it in 9 quarters since.
Oldfather Financial Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $556K in Q3 2024.
1,003 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.