WBH Advisory’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

WBH Advisory’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	-2,604	Closed	-$205K	–	332
2024 Q4	$205K	Buy	2,604 +67	+3%	+$5.32K	0.02%	315
2024 Q3	$204K	Sell	2,537 -126	-5%	-$9.91K	0.02%	317
2024 Q2	$205K	Sell	2,663 -361	-12%	-$27.8K	0.02%	301
2024 Q1	$235K	Sell	3,024 -462	-13%	-$35.7K	0.02%	285
2023 Q4	$270K	Sell	3,486 -3,833	-52%	-$286K	0.03%	274
2023 Q3	$540K	Sell	7,319 -22,401	-75%	-$1.67M	0.07%	197
2023 Q2	$2.23M	Buy	29,720 +16,267	+121%	+$1.21M	0.26%	83
2023 Q1	$1.02M	Buy	+13,453	New	+$1.01M	0.13%	149
2022 Q3	$2.19M	Buy	+30,721	New	+$2.32M	0.32%	72
2022 Q2	–	Sell	-22,949	Closed	-$1.82M	–	309
2022 Q1	$1.82M	Sell	22,949 -10,500	-31%	-$878K	0.22%	94
2021 Q4	$2.91M	Buy	+33,449	New	+$2.9M	0.33%	71

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JSTA

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

WBH Advisory's HYG Position: Q1 2025 in Review

WBH Advisory sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2025, closing a stake of 2,604 shares — an estimated $205K sold.

WBH Advisory first reported a position in HYG in Q4 2021 and held it in 11 quarters. The position peaked at $2.91M in Q4 2021. 928 funds tracked by Wall St. Rank hold HYG as of Q1 2025.

WBH Advisory reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
WBH Advisory sold 2,604 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2025, an estimated $205K.
WBH Advisory first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and held it in 11 quarters.
WBH Advisory's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.91M in Q4 2021.
928 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2025.

Based on WBH Advisory's 13F filing for Q1 2025, filed 12 May 2025.