Trust Point Inc’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Trust Point Inc’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	-2,897	Closed	-$234K	–	484
2025 Q2	$234K	Buy	2,897 +200	+7%	+$15.8K	0.02%	349
2025 Q1	$213K	Hold	2,697	–	–	0.02%	429
2024 Q4	$212K	Buy	+2,697	New	+$214K	0.01%	536

Other funds holding HYG

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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

BCIM

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

JSTA

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Trust Point Inc's HYG Position: Q3 2025 in Review

Trust Point Inc sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2025, closing a stake of 2,897 shares — an estimated $234K sold.

Trust Point Inc first reported a position in HYG in Q4 2024 and held it in 3 quarters. The position peaked at $234K in Q2 2025. 915 funds tracked by Wall St. Rank hold HYG as of Q3 2025.

Trust Point Inc reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Trust Point Inc sold 2,897 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2025, an estimated $234K.
Trust Point Inc first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
Trust Point Inc's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $234K in Q2 2025.
915 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2025.

Based on Trust Point Inc's 13F filing for Q3 2025, filed 10 Oct 2025.