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

Advisor 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
2019
Q4 		$60.1M Buy
682,525
+109,512
+19% +$9.53M 0.42% 41
2019
Q3 		$50M Buy
573,013
+294,587
+106% +$25.6M 0.37% 47
2019
Q2 		$24.3M Sell
278,426
-251,480
-47% -$21.7M 0.19% 99
2019
Q1 		$45.8M Buy
529,906
+203,697
+62% +$17.3M 0.38% 49
2018
Q4 		$26.5M Sell
326,209
-455,441
-58% -$38.1M 0.26% 71
2018
Q3 		$67.6M Buy
781,650
+262,213
+50% +$22.5M 0.68% 23
2018
Q2 		$44.2M Sell
519,437
-37,809
-7% -$3.24M 0.61% 23
2018
Q1 		$47.7M Sell
557,246
-402,474
-42% -$34.8M 0.66% 22
2017
Q4 		$83.8M Buy
959,720
+74,190
+8% +$6.51M 1.12% 9
2017
Q3 		$78.6M Buy
885,530
+106,498
+14% +$9.4M 1.24% 8
2017
Q2 		$68.9M Buy
779,032
+77,686
+11% +$6.84M 1.21% 9
2017
Q1 		$61.6M Buy
701,346
+66,484
+10% +$5.81M 1.24% 6
2016
Q4 		$55M Buy
634,862
+163,684
+35% +$14.1M 1.24% 5
2016
Q3 		$41.1M Buy
471,178
+21,050
+5% +$1.81M 0.99% 7
2016
Q2 		$38.1M Buy
+450,128
New +$37.4M 1% 7

Other funds holding HYG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Advisor Group's HYG Position: Q4 2019 in Review

Advisor Group increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 19% in Q4 2019, buying an estimated $9.53M and bringing the position to 682,525 shares worth $60.1M. The position accounts for 0.42% of the portfolio, ranked #41.

Advisor Group first reported a position in HYG in Q2 2016 and has held it in 15 quarters since. The position peaked at $83.8M in Q4 2017. 796 funds tracked by Wall St. Rank hold HYG as of Q4 2019.

  • Advisor Group held 682,525 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $60.1M as of Q4 2019.
  • Advisor Group bought 109,512 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2019, an estimated $9.53M.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.42% of Advisor Group's portfolio in Q4 2019, its #41 holding.
  • Advisor Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $83.8M in Q4 2017.
  • 796 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.