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Able Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Able Wealth Management’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
2024
Q1 		– Sell
-502
Closed -$38.8K – 297
2023
Q4 		$38.8K Buy
+502
New +$37.4K 0.04% 155

Other funds holding HYG

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Able Wealth Management's HYG Position: Q1 2024 in Review

Able Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2024, closing a stake of 502 shares — an estimated $38.8K sold.

Able Wealth Management first reported a position in HYG in Q4 2023 and held it in 1 quarter. The position peaked at $38.8K in Q4 2023. 910 funds tracked by Wall St. Rank hold HYG as of Q1 2024.

  • Able Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 502 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2024, an estimated $38.8K.
  • Able Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $38.8K in Q4 2023.
  • 910 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.