Yeomans Consulting Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Yeomans Consulting Group’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	$296K	Buy	3,669 +39	+1%	+$3.14K	0.09%	99
2025 Q3	$294K	Buy	3,630 +224	+7%	+$18K	0.1%	89
2025 Q2	$273K	Sell	3,406 -500	-13%	-$39.4K	0.11%	90
2025 Q1	$308K	Sell	3,906 -371	-9%	-$29.4K	0.12%	51
2024 Q4	$336K	Sell	4,277 -10	-0.2%	-$794	0.13%	70
2024 Q3	$344K	Buy	4,287 +5	+0.1%	+$393	0.13%	68
2024 Q2	$330K	Sell	4,282 -207	-5%	-$15.9K	0.13%	66
2024 Q1	$349K	Buy	4,489 +171	+4%	+$13.2K	0.15%	55
2023 Q4	$334K	Buy	+4,318	New	+$322K	0.17%	52

Other funds holding HYG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

British Columbia Investment Management Victoria, British Columbia, Canada $16.9B 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

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.43B AUM 7.79% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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