RTD Financial Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

RTD Financial Advisors’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	-3,701	Closed	-$292K	–	111
2025 Q1	$292K	Buy	3,701 +34	+0.9%	+$2.7K	0.04%	101
2024 Q4	$288K	Buy	3,667 +450	+14%	+$35.7K	0.04%	105
2024 Q3	$258K	Buy	3,217 +48	+2%	+$3.78K	0.03%	107
2024 Q2	$244K	Buy	+3,169	New	+$244K	0.03%	105

Other funds holding HYG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 $17B AUM 31.69% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

RTD Financial Advisors's HYG Position: Q2 2025 in Review

RTD Financial Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2025, closing a stake of 3,701 shares — an estimated $292K sold.

RTD Financial Advisors first reported a position in HYG in Q2 2024 and held it in 4 quarters. The position peaked at $292K in Q1 2025. 924 funds tracked by Wall St. Rank hold HYG as of Q2 2025.

RTD Financial Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
RTD Financial Advisors sold 3,701 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2025, an estimated $292K.
RTD Financial Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2024 and held it in 4 quarters.
RTD Financial Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $292K in Q1 2025.
924 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2025.

Based on RTD Financial Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.