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

Tucker 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 Q4	$40.8K	Hold	506	–	–	0.01%	330
2025 Q3	$41.1K	Sell	506 -22	-4%	-$1.77K	0.01%	192
2025 Q2	$42.6K	Hold	528	–	–	0.01%	172
2025 Q1	$41.7K	Sell	528 -66	-11%	-$5.24K	0.01%	177
2024 Q4	$46.7K	Buy	594 +57	+11%	+$4.53K	0.01%	380
2024 Q3	$43.1K	Hold	537	–	–	0.01%	358
2024 Q2	$41.4K	Sell	537 -509	-49%	-$39.1K	0.01%	435
2024 Q1	$81.3K	Buy	+1,046	New	+$80.8K	0.02%	326
2023 Q3	–	Sell	-37	Closed	-$2.78K	–	1466
2023 Q2	$2.78K	Sell	37 -18	-33%	-$1.34K	﹤0.01%	792
2023 Q1	$4.16K	Buy	+55	New	+$4.12K	﹤0.01%	745
2021 Q1	–	Sell	-120	Closed	-$10.5K	–	361
2020 Q4	$10.5K	Buy	+120	New	+$10.3K	0.01%	193

Other funds holding HYG

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

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

CCMG

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

BCIM

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

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

JSTA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Tucker Asset Management's HYG Position: Q4 2025 in Review

Tucker Asset Management held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q4 2025 at 506 shares worth $40.8K. The position accounts for 0.01% of the portfolio, ranked #330.

Tucker Asset Management first reported a position in HYG in Q4 2020 and has held it in 11 quarters since. The position peaked at $81.3K in Q1 2024. 1,002 funds tracked by Wall St. Rank hold HYG as of Q4 2025.

Tucker Asset Management held 506 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $40.8K as of Q4 2025.
Tucker Asset Management left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q4 2025.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Tucker Asset Management's portfolio in Q4 2025, its #330 holding.
Tucker Asset Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and has held it in 11 quarters since.
Tucker Asset Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $81.3K in Q1 2024.
1,002 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.