Acorn Financial Advisory Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Acorn Financial Advisory Services’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
2021 Q4	–	Sell	-8,232	Closed	-$717K	–	217
2021 Q3	$717K	Sell	8,232 -197	-2%	-$17.3K	0.22%	97
2021 Q2	$741K	Buy	8,429 +3,814	+83%	+$333K	0.22%	109
2021 Q1	$402K	Sell	4,615 -7,341	-61%	-$639K	0.15%	140
2020 Q4	$1.04M	Buy	11,956 +132	+1%	+$11.3K	0.41%	74
2020 Q3	$993K	Sell	11,824 -8	-0.1%	-$673	0.52%	54
2020 Q2	$966K	Buy	11,832 +1,268	+12%	+$102K	0.67%	46
2020 Q1	$814K	Sell	10,564 -2,816	-21%	-$238K	0.81%	36
2019 Q4	$1.18M	Buy	+13,380	New	+$1.16M	0.99%	27

Other funds holding HYG

Goldman Sachs New York $871B AUM 31.28% 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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Acorn Financial Advisory Services's HYG Position: Q4 2021 in Review

Acorn Financial Advisory Services sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2021, closing a stake of 8,232 shares — an estimated $717K sold.

Acorn Financial Advisory Services first reported a position in HYG in Q4 2019 and held it in 8 quarters. The position peaked at $1.18M in Q4 2019. 951 funds tracked by Wall St. Rank hold HYG as of Q4 2021.

Acorn Financial Advisory Services reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Acorn Financial Advisory Services sold 8,232 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2021, an estimated $717K.
Acorn Financial Advisory Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and held it in 8 quarters.
Acorn Financial Advisory Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.18M in Q4 2019.
951 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2021.

Based on Acorn Financial Advisory Services's 13F filing for Q4 2021, filed 31 Jan 2022.