SMI Advisory Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

SMI Advisory Services’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	-188,180	Closed	-$14.8M	–	49
2024 Q4	$14.8M	Buy	188,180 +40,883	+28%	+$3.25M	3.41%	7
2024 Q3	$11.7M	Sell	147,297 -17,824	-11%	-$1.4M	2.6%	12
2024 Q2	$12.8M	Sell	165,121 -13,530	-8%	-$1.04M	3.16%	12
2024 Q1	$13.8M	Buy	+178,651	New	+$13.8M	3.87%	8

Other funds holding HYG

CCMG

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JSTA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

SMI Advisory Services's HYG Position: Q1 2025 in Review

SMI Advisory Services sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2025, closing a stake of 188,180 shares — an estimated $14.8M sold.

SMI Advisory Services first reported a position in HYG in Q1 2024 and held it in 4 quarters. The position peaked at $14.8M in Q4 2024. 928 funds tracked by Wall St. Rank hold HYG as of Q1 2025.

SMI Advisory Services reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
SMI Advisory Services sold 188,180 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2025, an estimated $14.8M.
SMI Advisory Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2024 and held it in 4 quarters.
SMI Advisory Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $14.8M in Q4 2024.
928 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2025.

Based on SMI Advisory Services's 13F filing for Q1 2025, filed 10 Apr 2025.