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

Phoenix Financial’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	-2,845	Closed	-$223K	–	394
2024 Q4	$223K	Sell	2,845 -777	-21%	-$61.7K	﹤0.01%	335
2024 Q3	$290K	Sell	3,622 -790	-18%	-$62.1K	﹤0.01%	301
2024 Q2	$339K	Sell	4,412 -175	-4%	-$13.5K	0.01%	281
2024 Q1	$356K	Buy	+4,587	New	+$354K	﹤0.01%	307

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

Phoenix Financial's HYG Position: Q1 2025 in Review

Phoenix Financial sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2025, closing a stake of 2,845 shares — an estimated $223K sold.

Phoenix Financial first reported a position in HYG in Q1 2024 and held it in 4 quarters. The position peaked at $356K in Q1 2024. 928 funds tracked by Wall St. Rank hold HYG as of Q1 2025.

Phoenix Financial reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Phoenix Financial sold 2,845 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2025, an estimated $223K.
Phoenix Financial first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2024 and held it in 4 quarters.
Phoenix Financial's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $356K in Q1 2024.
928 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2025.

Based on Phoenix Financial's 13F filing for Q1 2025, filed 7 May 2025.