Strategies Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Strategies Wealth 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 Q3	–	Sell	-3,930	Closed	-$317K	–	192
2025 Q2	$317K	Buy	+3,930	New	+$310K	0.03%	137
2025 Q1	–	Sell	-2,974	Closed	-$237K	–	183
2024 Q4	$237K	Sell	2,974 -1,886	-39%	-$150K	0.03%	116
2024 Q3	$390K	Buy	4,860 +266	+6%	+$20.9K	0.05%	72
2024 Q2	$354K	Sell	4,594 -2,172	-32%	-$167K	0.05%	70
2024 Q1	$526K	Sell	6,766 -724	-10%	-$55.9K	0.08%	61
2023 Q4	$580K	Buy	7,490 +215	+3%	+$16K	0.1%	53
2023 Q3	$536K	Buy	7,275 +58	+0.8%	+$4.33K	0.11%	51
2023 Q2	$542K	Sell	7,217 -1,372	-16%	-$102K	0.11%	57
2023 Q1	$649K	Sell	8,589 -3,471	-29%	-$260K	0.14%	49
2022 Q4	$888K	Buy	+12,060	New	+$889K	0.22%	41
2022 Q2	$496K	Buy	+6,736	New	+$524K	0.14%	55

Other funds holding HYG

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

BCIM

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

JSTA

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

Strategies Wealth Advisors's HYG Position: Q3 2025 in Review

Strategies Wealth Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2025, closing a stake of 3,930 shares — an estimated $317K sold.

Strategies Wealth Advisors first reported a position in HYG in Q2 2022 and held it in 11 quarters. The position peaked at $888K in Q4 2022. 914 funds tracked by Wall St. Rank hold HYG as of Q3 2025.

Strategies Wealth Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Strategies Wealth Advisors sold 3,930 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2025, an estimated $317K.
Strategies Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2022 and held it in 11 quarters.
Strategies Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $888K in Q4 2022.
914 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2025.

Based on Strategies Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.