Robertson Stephens Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Robertson Stephens 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 Q2	–	Sell	-60,649	Closed	-$4.78M	–	570
2025 Q1	$4.78M	Buy	60,649 +11,943	+25%	+$948K	0.16%	107
2024 Q4	$3.83M	Buy	48,706 +44,198	+980%	+$3.51M	0.14%	140
2024 Q3	$362K	Buy	4,508 +1,468	+48%	+$115K	0.01%	493
2024 Q2	$235K	Buy	+3,040	New	+$234K	0.01%	454
2020 Q1	–	Sell	-2,305	Closed	-$202K	–	184
2019 Q4	$202K	Sell	2,305 -539	-19%	-$46.9K	0.1%	103
2019 Q3	$248K	Buy	2,844 +25	+0.9%	+$2.17K	0.13%	111
2019 Q2	$246K	Buy	2,819 +25	+0.9%	+$2.16K	0.24%	63
2019 Q1	$242K	Buy	2,794 +222	+9%	+$18.9K	0.21%	57
2018 Q4	$209K	Buy	+2,572	New	+$215K	0.21%	55

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

JSTA

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Robertson Stephens Wealth Management's HYG Position: Q2 2025 in Review

Robertson Stephens Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2025, closing a stake of 60,649 shares — an estimated $4.78M sold.

Robertson Stephens Wealth Management first reported a position in HYG in Q4 2018 and held it in 9 quarters. The position peaked at $4.78M in Q1 2025. 925 funds tracked by Wall St. Rank hold HYG as of Q2 2025.

Robertson Stephens Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Robertson Stephens Wealth Management sold 60,649 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2025, an estimated $4.78M.
Robertson Stephens Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and held it in 9 quarters.
Robertson Stephens Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.78M in Q1 2025.
925 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.