ORG Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

ORG Partners’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	-121	Closed	-$9.58K	–	1486
2024 Q4	$9.58K	Buy	121 +1	+0.8%	+$79	﹤0.01%	903
2024 Q3	$9.64K	Sell	120 -101	-46%	-$7.95K	﹤0.01%	788
2024 Q2	$17.1K	Buy	+221	New	+$17K	﹤0.01%	1124
2024 Q1	–	Sell	-817	Closed	-$63.4K	–	754
2023 Q4	$63.4K	Buy	817 +56	+7%	+$4.17K	0.01%	475
2023 Q3	$56.1K	Sell	761 -100	-12%	-$7.47K	0.02%	504
2023 Q2	$64.3K	Buy	+861	New	+$64.3K	0.01%	604

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

ORG Partners's HYG Position: Q1 2025 in Review

ORG Partners sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2025, closing a stake of 121 shares — an estimated $9.58K sold.

ORG Partners first reported a position in HYG in Q2 2023 and held it in 6 quarters. The position peaked at $64.3K in Q2 2023. 928 funds tracked by Wall St. Rank hold HYG as of Q1 2025.

ORG Partners reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
ORG Partners sold 121 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2025, an estimated $9.58K.
ORG Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2023 and held it in 6 quarters.
ORG Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $64.3K in Q2 2023.
928 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.