Anchor Investment Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Anchor Investment 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
2022 Q3	–	Sell	-39	Closed	-$2.87K	–	991
2022 Q2	$2.87K	Hold	39	–	–	﹤0.01%	865
2022 Q1	$3.21K	Hold	39	–	–	﹤0.01%	881
2021 Q4	$3.39K	Buy	+39	New	+$3.38K	﹤0.01%	906
2018 Q4	–	Sell	-797	Closed	-$68.9K	–	822
2018 Q3	$68.9K	Hold	797	–	–	0.02%	428
2018 Q2	$67.8K	Hold	797	–	–	0.02%	444
2018 Q1	$68.3K	Hold	797	–	–	0.02%	439
2017 Q4	$69.5K	Buy	797 +47	+6%	+$4.13K	0.02%	426
2017 Q3	$66.6K	Buy	+750	New	+$66.2K	0.02%	418

Other funds holding HYG

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

BCIM

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Anchor Investment Management's HYG Position: Q3 2022 in Review

Anchor Investment Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2022, closing a stake of 39 shares — an estimated $2.87K sold.

Anchor Investment Management first reported a position in HYG in Q3 2017 and held it in 8 quarters. The position peaked at $69.5K in Q4 2017. 782 funds tracked by Wall St. Rank hold HYG as of Q3 2022.

Anchor Investment Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Anchor Investment Management sold 39 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2022, an estimated $2.87K.
Anchor Investment Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2017 and held it in 8 quarters.
Anchor Investment Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $69.5K in Q4 2017.
782 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2022.

Based on Anchor Investment Management's 13F filing for Q3 2022, filed 2 Jan 2024.