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	1.55%	18

Other funds holding HYG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

British Columbia Investment Management Victoria, British Columbia, Canada $16.9B AUM 31.69% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.43B AUM 7.79% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return