Annapolis Financial Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Annapolis Financial Services’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	-210	Closed	-$15K	–	484
2022 Q3	$15K	Hold	210	–	–	0.01%	290
2022 Q2	$15K	Hold	210	–	–	0.01%	264
2022 Q1	$17K	Hold	210	–	–	0.01%	268
2021 Q4	$18K	Hold	210	–	–	0.01%	269
2021 Q3	$18K	Hold	210	–	–	0.01%	247
2021 Q2	$18K	Hold	210	–	–	0.01%	226
2021 Q1	$18K	Hold	210	–	–	0.01%	211
2020 Q4	$18K	Buy	+210	New	+$18K	0.01%	202

Other funds holding HYG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Annapolis Financial Services's HYG Position: Q4 2022 in Review

Annapolis Financial Services sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2022, closing a stake of 210 shares — an estimated $15K sold.

Annapolis Financial Services first reported a position in HYG in Q4 2020 and held it in 8 quarters. The position peaked at $18K in Q4 2021. 896 funds tracked by Wall St. Rank hold HYG as of Q4 2022.

Annapolis Financial Services reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Annapolis Financial Services sold 210 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2022, an estimated $15K.
Annapolis Financial Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
Annapolis Financial Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $18K in Q4 2021.
896 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2022.

Based on Annapolis Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.