Valley National Advisers’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Valley National Advisers’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	–	Sell	-24	Closed	-$1K	–	920
2025 Q3	$1K	Buy	+24	New	+$1.93K	﹤0.01%	795
2025 Q1	–	Sell	-833	Closed	-$65K	–	822
2024 Q4	$65K	Buy	+833	New	+$66.1K	0.01%	327
2015 Q4	–	Sell	-120	Closed	-$10K	–	625
2015 Q3	$10K	Hold	120	–	–	0.01%	377
2015 Q2	$11K	Hold	120	–	–	0.01%	372
2015 Q1	$11K	Buy	+120	New	+$10.9K	0.01%	370

Other funds holding HYG

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

CCMG

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

BCIM

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

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

JSTA

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

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

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

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

Valley National Advisers's HYG Position: Q4 2025 in Review

Valley National Advisers sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2025, closing a stake of 24 shares — an estimated $1K sold.

Valley National Advisers first reported a position in HYG in Q1 2015 and held it in 5 quarters. The position peaked at $65K in Q4 2024. 1,003 funds tracked by Wall St. Rank hold HYG as of Q4 2025.

Valley National Advisers reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Valley National Advisers sold 24 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2025, an estimated $1K.
Valley National Advisers first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2015 and held it in 5 quarters.
Valley National Advisers's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $65K in Q4 2024.
1,003 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2025.

Based on Valley National Advisers's 13F filing for Q4 2025, filed 23 Jan 2026.