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Synergy Asset Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Synergy Asset Management’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
-131
Closed -$10.5K – 407
2024
Q4 		$10.5K Buy
+131
New +$10.4K ﹤0.01% 462

Other funds holding HYG

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
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

Synergy Asset Management's HYG Position: Q1 2025 in Review

Synergy Asset Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2025, closing a stake of 131 shares — an estimated $10.5K sold.

Synergy Asset Management first reported a position in HYG in Q4 2024 and held it in 1 quarter. The position peaked at $10.5K in Q4 2024. 928 funds tracked by Wall St. Rank hold HYG as of Q1 2025.

  • Synergy Asset Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 131 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2025, an estimated $10.5K.
  • Synergy Asset Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $10.5K in Q4 2024.
  • 928 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.