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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

Alterna Wealth Management's HYG Position: Q1 2023 in Review

Alterna Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2023, closing a stake of 9,297 shares — an estimated $686K sold.

Alterna Wealth Management first reported a position in HYG in Q4 2019 and held it in 7 quarters. The position peaked at $1.2M in Q4 2019. 838 funds tracked by Wall St. Rank hold HYG as of Q1 2023.

Alterna Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Alterna Wealth Management sold 9,297 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2023, an estimated $686K.
Alterna Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and held it in 7 quarters.
Alterna Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.2M in Q4 2019.
838 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2023.

Based on Alterna Wealth Management's 13F filing for Q1 2023, filed 26 May 2023.