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Vantage Financial Partners (Wisconsin)’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Vantage Financial Partners (Wisconsin)’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
Q2 		– Sell
-2,652
Closed -$209K – 205
2025
Q1 		$209K Sell
2,652
-127
-5% -$10.1K 0.05% 180
2024
Q4 		$219K Sell
2,779
-238
-8% -$18.9K 0.05% 161
2024
Q3 		$242K Buy
3,017
+134
+5% +$10.5K 0.06% 159
2024
Q2 		$222K Sell
2,883
-1,056
-27% -$81.2K 0.06% 134
2024
Q1 		$306K Sell
3,939
-120
-3% -$9.27K 0.08% 107
2023
Q4 		$314K Buy
4,059
+1,308
+48% +$97.5K 0.09% 99
2023
Q3 		$203K Sell
2,751
-859
-24% -$64.1K 0.08% 75
2023
Q2 		$271K Sell
3,610
-2
-0.1% -$149 0.1% 65
2023
Q1 		$273K Sell
3,612
-145
-4% -$10.9K 0.11% 64
2022
Q4 		$277K Sell
3,757
-2,911
-44% -$215K 0.16% 47
2022
Q3 		$476K Sell
6,668
-1,177
-15% -$89K 0.32% 28
2022
Q2 		$578K Sell
7,845
-4,079
-34% -$317K 0.34% 20
2022
Q1 		$981K Sell
11,924
-2,785
-19% -$233K 0.5% 15
2021
Q4 		$1.28M Buy
+14,709
New +$1.28M 0.5% 19

Other funds holding HYG

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Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s HYG Position: Q2 2025 in Review

Vantage Financial Partners (Wisconsin) sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2025, closing a stake of 2,652 shares — an estimated $209K sold.

Vantage Financial Partners (Wisconsin) first reported a position in HYG in Q4 2021 and held it in 14 quarters. The position peaked at $1.28M in Q4 2021. 924 funds tracked by Wall St. Rank hold HYG as of Q2 2025.

  • Vantage Financial Partners (Wisconsin) reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Vantage Financial Partners (Wisconsin) sold 2,652 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2025, an estimated $209K.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and held it in 14 quarters.
  • Vantage Financial Partners (Wisconsin)'s iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.28M in Q4 2021.
  • 924 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q2 2025, filed 6 Aug 2025.