Vise Technologies’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Vise Technologies’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	-5,533	Closed	-$449K	–	1497
2025 Q3	$449K	Sell	5,533 -716	-11%	-$57.7K	0.02%	711
2025 Q2	$504K	Buy	+6,249	New	+$492K	0.02%	638
2024 Q4	$514K	Buy	+6,537	New	+$519K	0.04%	428
2022 Q3	–	Sell	-3,650	Closed	-$269K	–	320
2022 Q2	$269K	Sell	3,650 -12,467	-77%	-$969K	0.1%	221
2022 Q1	$1.33M	Sell	16,117 -58,778	-78%	-$4.91M	0.5%	56
2021 Q4	$6.52M	Buy	+74,895	New	+$6.5M	1.76%	16

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

Vise Technologies's HYG Position: Q4 2025 in Review

Vise Technologies sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2025, closing a stake of 5,533 shares — an estimated $449K sold.

Vise Technologies first reported a position in HYG in Q4 2021 and held it in 6 quarters. The position peaked at $6.52M in Q4 2021. 1,002 funds tracked by Wall St. Rank hold HYG as of Q4 2025.

Vise Technologies reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Vise Technologies sold 5,533 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2025, an estimated $449K.
Vise Technologies first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and held it in 6 quarters.
Vise Technologies's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $6.52M in Q4 2021.
1,002 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2025.

Based on Vise Technologies's 13F filing for Q4 2025, filed 11 Feb 2026.