RWA
HYG icon

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 0.3% 76

Other funds holding HYG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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 $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
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.43B AUM 7.79% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
N
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return