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HYG icon

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 0.18% 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
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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return