Prosperity Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Prosperity Wealth Management’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	$344K	Hold	4,263	–	–	0.11%	181
2025 Q3	$346K	Sell	4,263 -138	-3%	-$11.1K	0.12%	172
2025 Q2	$355K	Sell	4,401 -7,686	-64%	-$606K	0.13%	157
2025 Q1	$954K	Sell	12,087 -83	-0.7%	-$6.59K	0.45%	45
2024 Q4	$957K	Sell	12,170 -664	-5%	-$52.7K	0.39%	45
2024 Q3	$1.03M	Buy	12,834 +115	+0.9%	+$9.05K	0.41%	42
2024 Q2	$981K	Buy	12,719 +5,565	+78%	+$428K	0.48%	38
2024 Q1	$556K	Buy	+7,154	New	+$553K	0.26%	63
2023 Q2	–	Sell	-5,143	Closed	-$389K	–	171
2023 Q1	$389K	Sell	5,143 -15,997	-76%	-$1.2M	0.31%	61
2022 Q4	$1.56M	Buy	+21,140	New	+$1.56M	1.47%	18

Other funds holding HYG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Prosperity Wealth Management's HYG Position: Q4 2025 in Review

Prosperity Wealth Management held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q4 2025 at 4,263 shares worth $344K. The position accounts for 0.11% of the portfolio, ranked #181.

Prosperity Wealth Management first reported a position in HYG in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.56M in Q4 2022. 1,004 funds tracked by Wall St. Rank hold HYG as of Q4 2025.

Prosperity Wealth Management held 4,263 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $344K as of Q4 2025.
Prosperity Wealth Management left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q4 2025.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.11% of Prosperity Wealth Management's portfolio in Q4 2025, its #181 holding.
Prosperity Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and has held it in 10 quarters since.
Prosperity Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.56M in Q4 2022.
1,004 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.