RAFFA WEALTH MANAGEMENT, LLC’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	-574	Closed	-$45.3K	–	1117
2025 Q1	$45.3K	Hold	574	–	–	0.01%	153
2024 Q4	$45.1K	Buy	+574	New	+$45.6K	0.01%	156
2017 Q4	–	Sell	-260	Closed	-$23.1K	–	271
2017 Q3	$23.1K	Sell	260 -13	-5%	-$1.15K	0.01%	168
2017 Q2	$24.1K	Sell	273 -403	-60%	-$35.5K	0.01%	163
2017 Q1	$59.3K	Buy	676 +411	+155%	+$35.9K	0.03%	86
2016 Q4	$22.9K	Buy	265 +40	+18%	+$3.44K	0.01%	140
2016 Q3	$19.6K	Sell	225 -173	-43%	-$14.9K	0.01%	142
2016 Q2	$33.7K	Buy	398 +129	+48%	+$10.7K	0.02%	107
2016 Q1	$22K	Buy	269 +24	+10%	+$1.91K	0.01%	138
2015 Q4	$19.7K	Sell	245 -3	-1%	-$249	0.01%	138
2015 Q3	$20.7K	Buy	248 +42	+20%	+$3.64K	0.01%	132
2015 Q2	$18.3K	Sell	206 -37	-15%	-$3.35K	0.01%	137
2015 Q1	$22K	Buy	+243	New	+$22K	0.01%	117

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

JSTA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's HYG Position: Q2 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2025, closing a stake of 574 shares — an estimated $45.3K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in HYG in Q1 2015 and held it in 13 quarters. The position peaked at $59.3K in Q1 2017. 924 funds tracked by Wall St. Rank hold HYG as of Q2 2025.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 574 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2025, an estimated $45.3K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2015 and held it in 13 quarters.
RAFFA WEALTH MANAGEMENT, LLC's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $59.3K in Q1 2017.
924 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2025.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2025, filed 27 Jul 2026.