Pathway Financial Advisers’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Pathway Financial Advisers’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	-207	Closed	-$16.7K	–	240
2025 Q3	$16.7K	Buy	+207	New	+$16.7K	﹤0.01%	308
2025 Q1	–	Sell	-189	Closed	-$14.8K	–	270
2024 Q4	$14.8K	Sell	189 -343	-64%	-$27.2K	0.01%	326
2024 Q3	$42.7K	Buy	532 +4	+0.8%	+$315	0.02%	192
2024 Q2	$40.6K	Buy	528 +7	+1%	+$538	0.01%	242
2024 Q1	$40.6K	Buy	521 +3	+0.6%	+$232	0.01%	246
2023 Q4	$40.1K	Buy	518 +7	+1%	+$522	0.02%	240
2023 Q3	$37.7K	Buy	+511	New	+$38.2K	0.02%	240
2023 Q1	$38K	Sell	502 -277	-36%	-$20.7K	0.02%	249
2022 Q4	$57.4K	Buy	+779	New	+$57.4K	0.02%	236

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 $5.29B AUM 8.96% 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

Pathway Financial Advisers's HYG Position: Q4 2025 in Review

Pathway Financial Advisers sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2025, closing a stake of 207 shares — an estimated $16.7K sold.

Pathway Financial Advisers first reported a position in HYG in Q4 2022 and held it in 9 quarters. The position peaked at $57.4K in Q4 2022. 1,003 funds tracked by Wall St. Rank hold HYG as of Q4 2025.

Pathway Financial Advisers reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Pathway Financial Advisers sold 207 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2025, an estimated $16.7K.
Pathway Financial Advisers first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and held it in 9 quarters.
Pathway Financial Advisers's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $57.4K in Q4 2022.
1,003 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.