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Retirement Capital Strategies’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Retirement Capital Strategies’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
-45,911
Closed -$3.61M – 81
2024
Q4 		$3.61M Buy
+45,911
New +$3.64M 1.37% 19

Other funds holding HYG

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
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

Retirement Capital Strategies's HYG Position: Q1 2025 in Review

Retirement Capital Strategies sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2025, closing a stake of 45,911 shares — an estimated $3.61M sold.

Retirement Capital Strategies first reported a position in HYG in Q4 2024 and held it in 1 quarter. The position peaked at $3.61M in Q4 2024. 929 funds tracked by Wall St. Rank hold HYG as of Q1 2025.

  • Retirement Capital Strategies reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Retirement Capital Strategies sold 45,911 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2025, an estimated $3.61M.
  • Retirement Capital Strategies first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Retirement Capital Strategies's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.61M in Q4 2024.
  • 929 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2025.

Based on Retirement Capital Strategies's 13F filing for Q1 2025, filed 14 May 2025.