Ahrens Investment Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Ahrens Investment Partners’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 Q1	$7.55K	Buy	+100	New	+$7.49K	﹤0.01%	689
2022 Q3	–	Sell	-100	Closed	-$7K	–	500
2022 Q2	$7K	Hold	100	–	–	﹤0.01%	711
2022 Q1	$8K	Sell	100 -150	-60%	-$12.5K	﹤0.01%	770
2021 Q4	$22K	Buy	+250	New	+$21.7K	0.01%	560
2018 Q4	–	Sell	-2,834	Closed	-$245K	–	175
2018 Q3	$245K	Buy	2,834 +58	+2%	+$4.98K	0.09%	141
2018 Q2	$236K	Sell	2,776 -254	-8%	-$21.8K	0.1%	129
2018 Q1	$259K	Sell	3,030 -2,645	-47%	-$229K	0.11%	112
2017 Q4	$495K	Sell	5,675 -317	-5%	-$27.8K	0.2%	79
2017 Q3	$532K	Sell	5,992 -68	-1%	-$6K	0.23%	70
2017 Q2	$536K	Sell	6,060 -75	-1%	-$6.6K	0.23%	67
2017 Q1	$539K	Sell	6,135 -208	-3%	-$18.2K	0.26%	65
2016 Q4	$549K	Buy	+6,343	New	+$546K	0.29%	61

Other funds holding HYG

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

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

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

JSTA

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

BCIM

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

Ahrens Investment Partners's HYG Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2023: 100 shares worth $7.55K. The stake represents ﹤0.01% of the portfolio and ranks #689 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in HYG as recently as Q2 2022.

Ahrens Investment Partners first reported a position in HYG in Q4 2016 and has held it in 12 quarters since. The position peaked at $549K in Q4 2016. 839 funds tracked by Wall St. Rank hold HYG as of Q1 2023.

Ahrens Investment Partners held 100 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $7.55K as of Q1 2023.
iShares iBoxx $ High Yield Corporate Bond ETF was a new Ahrens Investment Partners position in Q1 2023.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #689 holding.
Ahrens Investment Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2016 and has held it in 12 quarters since.
Ahrens Investment Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $549K in Q4 2016.
839 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.