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

Advisor Resource Council’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	-4,248	Closed	-$318K	–	212
2023 Q1	$318K	Buy	+4,248	New	+$318K	0.08%	197
2022 Q3	–	Sell	-3,736	Closed	-$275K	–	295
2022 Q2	$275K	Sell	3,736 -32,602	-90%	-$2.53M	0.03%	387
2022 Q1	$2.99M	Sell	36,338 -14,877	-29%	-$1.24M	0.9%	26
2021 Q4	$4.46M	Buy	51,215 +33,470	+189%	+$2.9M	0.35%	56
2021 Q3	$1.55M	Buy	17,745 +3,851	+28%	+$338K	0.47%	61
2021 Q2	$1.22M	Buy	+13,894	New	+$1.21M	0.13%	180

Other funds holding HYG

CCMG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

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

Advisor Resource Council's HYG Position: Q2 2023 in Review

Advisor Resource Council sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2023, closing a stake of 4,248 shares — an estimated $318K sold.

Advisor Resource Council first reported a position in HYG in Q2 2021 and held it in 6 quarters. The position peaked at $4.46M in Q4 2021. 862 funds tracked by Wall St. Rank hold HYG as of Q2 2023.

Advisor Resource Council reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Advisor Resource Council sold 4,248 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2023, an estimated $318K.
Advisor Resource Council first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2021 and held it in 6 quarters.
Advisor Resource Council's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.46M in Q4 2021.
862 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2023.

Based on Advisor Resource Council's 13F filing for Q2 2023, filed 14 Jul 2023.