AWM
HYG icon

Alterna Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Alterna Wealth Management’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
-9,297
Closed -$686K – 118
2022
Q4 		$686K Hold
9,297
– – 0.77% 33
2022
Q3 		$664K Buy
+9,297
New +$703K 0.79% 31
2022
Q1 		– Sell
-2,380
Closed -$207K – 130
2021
Q4 		$207K Buy
+2,380
New +$206K 0.17% 103
2020
Q4 		$333K Buy
3,817
+90
+2% +$7.71K 0.42% 55
2020
Q3 		$313K Buy
3,727
+1,092
+41% +$91.9K 0.45% 48
2020
Q2 		$215K Buy
+2,635
New +$212K 0.26% 89
2020
Q1 		– Sell
-13,640
Closed -$1.2M – 89
2019
Q4 		$1.2M Buy
+13,640
New +$1.19M 1.33% 24

Other funds holding HYG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16.9B AUM 31.69% 1-Year Est. Return