Ridgewood Investments’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Ridgewood Investments’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 Q3	–	Sell	-44	Closed	-$3.55K	–	416
2025 Q2	$3.55K	Hold	44	–	–	﹤0.01%	630
2025 Q1	$3.47K	Hold	44	–	–	﹤0.01%	588
2024 Q4	$3.46K	Hold	44	–	–	﹤0.01%	612
2024 Q3	$3.53K	Sell	44 -20	-31%	-$1.57K	﹤0.01%	623
2024 Q2	$4.94K	Buy	+64	New	+$4.92K	﹤0.01%	595
2023 Q3	–	Sell	-64	Closed	-$4.8K	–	438
2023 Q2	$4.8K	Hold	64	–	–	﹤0.01%	603
2023 Q1	$4.83K	Buy	+64	New	+$4.79K	﹤0.01%	600

Other funds holding HYG

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

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

CCMG

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

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

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

BCIM

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

JSTA

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Ridgewood Investments's HYG Position: Q3 2025 in Review

Ridgewood Investments sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2025, closing a stake of 44 shares — an estimated $3.55K sold.

Ridgewood Investments first reported a position in HYG in Q1 2023 and held it in 7 quarters. The position peaked at $4.94K in Q2 2024. 915 funds tracked by Wall St. Rank hold HYG as of Q3 2025.

Ridgewood Investments reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 44 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2025, an estimated $3.55K.
Ridgewood Investments first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.94K in Q2 2024.
915 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.