Sharkey, Howes & Javer’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Sharkey, Howes & Javer’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 Q1	–	Sell	-19,528	Closed	-$1.54M	–	153
2024 Q4	$1.54M	Buy	19,528 +309	+2%	+$24.5K	0.22%	71
2024 Q3	$1.54M	Buy	+19,219	New	+$1.51M	0.22%	67
2020 Q1	–	Sell	-2,824	Closed	-$248K	–	65
2019 Q4	$248K	Buy	+2,824	New	+$246K	0.1%	56
2018 Q1	–	Sell	-36	Closed	-$3K	–	235
2017 Q4	$3K	Buy	+36	New	+$3.16K	﹤0.01%	180

Other funds holding HYG

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JSTA

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BCIM

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

Sharkey, Howes & Javer's HYG Position: Q1 2025 in Review

Sharkey, Howes & Javer sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2025, closing a stake of 19,528 shares — an estimated $1.54M sold.

Sharkey, Howes & Javer first reported a position in HYG in Q4 2017 and held it in 4 quarters. The position peaked at $1.54M in Q3 2024. 930 funds tracked by Wall St. Rank hold HYG as of Q1 2025.

Sharkey, Howes & Javer reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Sharkey, Howes & Javer sold 19,528 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2025, an estimated $1.54M.
Sharkey, Howes & Javer first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and held it in 4 quarters.
Sharkey, Howes & Javer's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.54M in Q3 2024.
930 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2025.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2025, filed 30 Apr 2025.