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

Almanack 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
2022
Q4 		– Sell
-294
Closed -$21K – 629
2022
Q3 		$21K Buy
+294
New +$22.2K ﹤0.01% 368
2022
Q2 		– Sell
-5,646
Closed -$465K – 480
2022
Q1 		$465K Buy
5,646
+1,925
+52% +$161K 0.04% 270
2021
Q4 		$324K Sell
3,721
-3,165
-46% -$275K 0.03% 356
2021
Q3 		$602K Buy
6,886
+943
+16% +$82.7K 0.05% 224
2021
Q2 		$523K Buy
5,943
+595
+11% +$51.9K 0.05% 218
2021
Q1 		$466K Sell
5,348
-256
-5% -$22.3K 0.05% 251
2020
Q4 		$489K Buy
5,604
+2
+0% +$171 0.06% 212
2020
Q3 		$480K Buy
+5,602
New +$472K 0.06% 219
2019
Q2 		– Sell
-3,743
Closed -$324K – 278
2019
Q1 		$324K Buy
3,743
+797
+27% +$67.7K 0.09% 98
2018
Q4 		$239K Sell
2,946
-85
-3% -$7.12K 0.07% 137
2018
Q3 		$258K Sell
3,031
-870
-22% -$74.8K 0.07% 142
2018
Q2 		$332K Sell
3,901
-1,357
-26% -$116K 0.15% 70
2018
Q1 		$450K Sell
5,258
-1,850
-26% -$160K 0.17% 50
2017
Q4 		$620K Sell
7,108
-38
-0.5% -$3.33K 0.24% 46
2017
Q3 		$634K Sell
7,146
-39,950
-85% -$3.53M 0.31% 36
2017
Q2 		$4.16M Sell
47,096
-4,680
-9% -$412K 2.33% 10
2017
Q1 		$4.54M Sell
51,776
-18,092
-26% -$1.58M 3.4% 7
2016
Q4 		$6.05M Buy
+69,868
New +$6.02M 5.04% 6

Other funds holding HYG

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Almanack Investment Partners's HYG Position: Q4 2022 in Review

Almanack Investment Partners sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2022, closing a stake of 294 shares — an estimated $21K sold.

Almanack Investment Partners first reported a position in HYG in Q4 2016 and held it in 18 quarters. The position peaked at $6.05M in Q4 2016. 896 funds tracked by Wall St. Rank hold HYG as of Q4 2022.

  • Almanack Investment Partners reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 294 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2022, an estimated $21K.
  • Almanack Investment Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2016 and held it in 18 quarters.
  • Almanack Investment Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $6.05M in Q4 2016.
  • 896 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.