AFG Fiduciary Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

AFG Fiduciary 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
2024 Q2	–	Sell	-11,905	Closed	-$919K	–	82
2024 Q1	$919K	Sell	11,905 -611	-5%	-$47.2K	0.68%	30
2023 Q4	$965K	Sell	12,516 -6,537	-34%	-$487K	0.78%	26
2023 Q3	$1.39M	Sell	19,053 -185	-1%	-$13.8K	1.23%	19
2023 Q2	$1.44M	Buy	19,238 +2,769	+17%	+$207K	1.09%	20
2023 Q1	$1.24M	Buy	16,469 +77	+0.5%	+$5.77K	1.15%	19
2022 Q4	$1.21M	Sell	16,392 -12,745	-44%	-$940K	1.14%	21
2022 Q3	$2.08M	Buy	29,137 +2,879	+11%	+$218K	1.96%	13
2022 Q2	$1.93M	Sell	26,258 -4,349	-14%	-$338K	1.68%	16
2022 Q1	$2.52M	Sell	30,607 -3,547	-10%	-$297K	1.77%	15
2021 Q4	$2.97M	Buy	+34,154	New	+$2.96M	2.09%	12

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

Jane Street New York $777B AUM 61.18% 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

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

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

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

AFG Fiduciary Services's HYG Position: Q2 2024 in Review

AFG Fiduciary Services sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2024, closing a stake of 11,905 shares — an estimated $919K sold.

AFG Fiduciary Services first reported a position in HYG in Q4 2021 and held it in 10 quarters. The position peaked at $2.97M in Q4 2021. 893 funds tracked by Wall St. Rank hold HYG as of Q2 2024.

AFG Fiduciary Services reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
AFG Fiduciary Services sold 11,905 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2024, an estimated $919K.
AFG Fiduciary Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and held it in 10 quarters.
AFG Fiduciary Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.97M in Q4 2021.
893 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2024.

Based on AFG Fiduciary Services's 13F filing for Q2 2024, filed 31 Jul 2024.