Tradewinds Capital Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Tradewinds Capital 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
2024 Q4	–	Sell	-89	Closed	-$7.15K	–	688
2024 Q3	$7.15K	Buy	+89	New	+$7K	﹤0.01%	380
2024 Q1	–	Sell	-20	Closed	-$1.55K	–	562
2023 Q4	$1.55K	Buy	+20	New	+$1.49K	﹤0.01%	364
2020 Q3	–	Sell	-16	Closed	-$1K	–	681
2020 Q2	$1K	Sell	16 -14	-47%	-$1.13K	﹤0.01%	608
2020 Q1	$2K	Buy	+30	New	+$2.53K	﹤0.01%	548
2016 Q1	–	Sell	-9	Closed	-$1K	–	656
2015 Q4	$1K	Hold	9	–	–	﹤0.01%	604
2015 Q3	$1K	Buy	+9	New	+$780	﹤0.01%	584

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tradewinds Capital Management's HYG Position: Q4 2024 in Review

Tradewinds Capital Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2024, closing a stake of 89 shares — an estimated $7.15K sold.

Tradewinds Capital Management first reported a position in HYG in Q3 2015 and held it in 6 quarters. The position peaked at $7.15K in Q3 2024. 984 funds tracked by Wall St. Rank hold HYG as of Q4 2024.

Tradewinds Capital Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Tradewinds Capital Management sold 89 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2024, an estimated $7.15K.
Tradewinds Capital Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2015 and held it in 6 quarters.
Tradewinds Capital Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $7.15K in Q3 2024.
984 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2024.

Based on Tradewinds Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.