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

Van Hulzen 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	-532	Closed	-$41.9K	–	637
2024 Q4	$41.9K	Buy	+532	New	+$42.2K	﹤0.01%	540
2020 Q1	–	Sell	-3,090	Closed	-$272K	–	269
2019 Q4	$272K	Buy	+3,090	New	+$269K	0.05%	223

Other funds holding HYG

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Van Hulzen Asset Management's HYG Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2025, closing a stake of 532 shares — an estimated $41.9K sold.

Van Hulzen Asset Management first reported a position in HYG in Q4 2019 and held it in 2 quarters. The position peaked at $272K in Q4 2019. 930 funds tracked by Wall St. Rank hold HYG as of Q1 2025.

Van Hulzen Asset Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 532 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2025, an estimated $41.9K.
Van Hulzen Asset Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and held it in 2 quarters.
Van Hulzen Asset Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $272K in Q4 2019.
930 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.