Wolf Group Capital Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Wolf Group Capital Advisors’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	-4,854	Closed	-$364K	–	173
2024 Q4	$364K	Hold	4,854	–	–	0.18%	91
2024 Q3	$364K	Buy	+4,854	New	+$382K	0.17%	92
2024 Q2	–	Sell	-4,854	Closed	-$364K	–	134
2024 Q1	$364K	Hold	4,854	–	–	0.17%	92
2023 Q4	$364K	Buy	+4,854	New	+$362K	0.17%	93
2023 Q3	–	Sell	-4,850	Closed	-$360K	–	108
2023 Q2	$360K	Sell	4,850 -591	-11%	-$44.1K	0.18%	91
2023 Q1	$411K	Sell	5,441 -1,423	-21%	-$107K	0.2%	86
2022 Q4	$505K	Buy	6,864 +609	+10%	+$44.9K	0.24%	84
2022 Q3	$447K	Buy	6,255 +68	+1%	+$5.14K	0.24%	82
2022 Q2	$455K	Buy	6,187 +2,747	+80%	+$214K	0.24%	83
2022 Q1	$283K	Sell	3,440 -6,082	-64%	-$508K	0.14%	90
2021 Q4	$829K	Buy	9,522 +6,234	+190%	+$541K	0.14%	93
2021 Q3	$288K	Buy	3,288 +468	+17%	+$41K	0.16%	86
2021 Q2	$248K	Buy	+2,820	New	+$246K	0.13%	91

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 $58.2B AUM 22.78% 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

Wolf Group Capital Advisors's HYG Position: Q1 2025 in Review

Wolf Group Capital Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2025, closing a stake of 4,854 shares — an estimated $364K sold.

Wolf Group Capital Advisors first reported a position in HYG in Q2 2021 and held it in 13 quarters. The position peaked at $829K in Q4 2021. 929 funds tracked by Wall St. Rank hold HYG as of Q1 2025.

Wolf Group Capital Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Wolf Group Capital Advisors sold 4,854 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2025, an estimated $364K.
Wolf Group Capital Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2021 and held it in 13 quarters.
Wolf Group Capital Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $829K in Q4 2021.
929 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.