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

Albion Financial 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
2023 Q1	–	Sell	-155	Closed	-$11.4K	–	464
2022 Q4	$11.4K	Buy	+155	New	+$11.4K	﹤0.01%	299
2022 Q3	–	Sell	-27	Closed	-$2K	–	497
2022 Q2	$2K	Hold	27	–	–	﹤0.01%	417
2022 Q1	$2K	Sell	27 -27	-50%	-$2.26K	﹤0.01%	472
2021 Q4	$5K	Buy	+54	New	+$4.68K	﹤0.01%	450
2013 Q3	–	Sell	-2,960	Closed	-$269K	–	176
2013 Q2	$269K	Buy	+2,960	New	+$278K	0.06%	124

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

Albion Financial Group's HYG Position: Q1 2023 in Review

Albion Financial Group sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2023, closing a stake of 155 shares — an estimated $11.4K sold.

Albion Financial Group first reported a position in HYG in Q2 2013 and held it in 5 quarters. The position peaked at $269K in Q2 2013. 839 funds tracked by Wall St. Rank hold HYG as of Q1 2023.

Albion Financial Group reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Albion Financial Group sold 155 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2023, an estimated $11.4K.
Albion Financial Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and held it in 5 quarters.
Albion Financial Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $269K in Q2 2013.
839 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2023.

Based on Albion Financial Group's 13F filing for Q1 2023, filed 18 Apr 2023.