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

Accel 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
2023 Q2	–	Sell	-392	Closed	-$29.6K	–	481
2023 Q1	$29.6K	Hold	392	–	–	0.01%	611
2022 Q4	$28.9K	Sell	392 -32	-8%	-$2.36K	0.01%	469
2022 Q3	$31K	Hold	424	–	–	0.02%	458
2022 Q2	$32K	Hold	424	–	–	0.02%	436
2022 Q1	$35K	Hold	424	–	–	0.02%	439
2021 Q4	$37K	Buy	424 +218	+106%	+$18.9K	0.02%	439
2021 Q3	$18K	Sell	206 -218	-51%	-$19.1K	0.01%	528
2021 Q2	$37K	Sell	424 -10	-2%	-$873	0.02%	397
2021 Q1	$38K	Hold	434	–	–	0.03%	370
2020 Q4	$38K	Buy	+434	New	+$37.2K	0.04%	349

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Accel Wealth Management's HYG Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2023, closing a stake of 392 shares — an estimated $29.6K sold.

Accel Wealth Management first reported a position in HYG in Q4 2020 and held it in 10 quarters. The position peaked at $38K in Q1 2021. 861 funds tracked by Wall St. Rank hold HYG as of Q2 2023.

Accel Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 392 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2023, an estimated $29.6K.
Accel Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $38K in Q1 2021.
861 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.