Redmont Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Redmont Wealth Advisors’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	$1.55M	Buy	19,251 +4,236	+28%	+$341K	2.35%	9
2025 Q3	$1.22M	Sell	15,015 -103	-0.7%	-$8.3K	1.7%	11
2025 Q2	$1.22M	Buy	15,118 +1,349	+10%	+$106K	1.79%	10
2025 Q1	$1.09M	Hold	13,769	–	–	2.12%	9
2024 Q4	$1.08M	Buy	13,769 +74	+0.5%	+$5.88K	1.87%	10
2024 Q3	$1.1M	Hold	13,695	–	–	1.7%	9
2024 Q2	$1.06M	Buy	13,695 +219	+2%	+$16.8K	1.66%	10
2024 Q1	$1.05M	Buy	+13,476	New	+$1.04M	1.45%	14
2023 Q1	–	Sell	-4,460	Closed	-$328K	–	87
2022 Q4	$328K	Hold	4,460	–	–	0.39%	69
2022 Q3	$318K	Sell	4,460 -6,160	-58%	-$466K	0.41%	59
2022 Q2	$782K	Buy	10,620 +4,438	+72%	+$345K	0.95%	21
2022 Q1	$509K	Buy	6,182 +3,102	+101%	+$259K	0.54%	46
2021 Q4	$268K	Buy	+3,080	New	+$267K	0.29%	76

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

Redmont Wealth Advisors's HYG Position: Q4 2025 in Review

Redmont Wealth Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 28% in Q4 2025, buying an estimated $341K and bringing the position to 19,251 shares worth $1.55M. The position accounts for 2.35% of the portfolio, ranked #9.

Redmont Wealth Advisors first reported a position in HYG in Q4 2021 and has held it in 13 quarters since. 1,003 funds tracked by Wall St. Rank hold HYG as of Q4 2025.

Redmont Wealth Advisors held 19,251 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.55M as of Q4 2025.
Redmont Wealth Advisors bought 4,236 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2025, an estimated $341K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 2.35% of Redmont Wealth Advisors's portfolio in Q4 2025, its #9 holding.
Redmont Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and has held it in 13 quarters since.
1,003 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.