Rothschild Investment LLC’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Rothschild Investment LLC’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
2026 Q1	$256K	Hold	3,212	–	–	0.01%	594
2025 Q4	$259K	Buy	3,212 +575	+22%	+$46.3K	0.01%	539
2025 Q3	$214K	Buy	2,637 +400	+18%	+$32.2K	0.01%	580
2025 Q2	$180K	Hold	2,237	–	–	0.01%	532
2025 Q1	$176K	Hold	2,237	–	–	0.01%	526
2024 Q4	$176K	Hold	2,237	–	–	0.01%	534
2024 Q3	$180K	Hold	2,237	–	–	0.01%	533
2024 Q2	$173K	Hold	2,237	–	–	0.01%	519
2024 Q1	$174K	Hold	2,237	–	–	0.01%	496
2023 Q4	$173K	Buy	+2,237	New	+$167K	0.01%	439

Other funds holding HYG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

British Columbia Investment Management Victoria, British Columbia, Canada $16.9B AUM 31.69% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.43B AUM 7.79% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return