Arcadia Wealth Management (New Hampshire)’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Arcadia Wealth Management (New Hampshire)’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 Q2	–	Sell	-6,128	Closed	-$463K	–	56
2023 Q1	$463K	Sell	6,128 -733	-11%	-$54.9K	0.38%	41
2022 Q4	$492K	Buy	+6,861	New	+$506K	0.43%	35

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Arcadia Wealth Management (New Hampshire)'s HYG Position: Q2 2023 in Review

Arcadia Wealth Management (New Hampshire) sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2023, closing a stake of 6,128 shares — an estimated $463K sold.

Arcadia Wealth Management (New Hampshire) first reported a position in HYG in Q4 2022 and held it in 2 quarters. The position peaked at $492K in Q4 2022. 862 funds tracked by Wall St. Rank hold HYG as of Q2 2023.

Arcadia Wealth Management (New Hampshire) reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Arcadia Wealth Management (New Hampshire) sold 6,128 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2023, an estimated $463K.
Arcadia Wealth Management (New Hampshire) first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
Arcadia Wealth Management (New Hampshire)'s iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $492K in Q4 2022.
862 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2023.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2023, filed 14 Aug 2023.