Archford Capital Strategies’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Archford Capital Strategies’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 Q1	–	Sell	-9,764	Closed	-$850K	–	290
2021 Q4	$850K	Sell	9,764 -1,826	-16%	-$158K	0.19%	133
2021 Q3	$1.01M	Sell	11,590 -12,751	-52%	-$1.12M	0.24%	105
2021 Q2	$2.14M	Sell	24,341 -6,416	-21%	-$560K	0.54%	41
2021 Q1	$2.69M	Buy	30,757 +1,244	+4%	+$108K	0.72%	29
2020 Q4	$2.58M	Buy	29,513 +1,599	+6%	+$137K	0.59%	44
2020 Q3	$2.34M	Buy	27,914 +1,334	+5%	+$112K	0.63%	39
2020 Q2	$2.17M	Buy	+26,580	New	+$2.14M	0.65%	40
2018 Q2	–	Sell	-230	Closed	-$20K	–	702
2018 Q1	$20K	Buy	+230	New	+$19.9K	0.01%	283

Other funds holding HYG

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CCMG

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

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

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

Archford Capital Strategies's HYG Position: Q1 2022 in Review

Archford Capital Strategies sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2022, closing a stake of 9,764 shares — an estimated $850K sold.

Archford Capital Strategies first reported a position in HYG in Q1 2018 and held it in 8 quarters. The position peaked at $2.69M in Q1 2021. 877 funds tracked by Wall St. Rank hold HYG as of Q1 2022.

Archford Capital Strategies reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Archford Capital Strategies sold 9,764 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2022, an estimated $850K.
Archford Capital Strategies first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2018 and held it in 8 quarters.
Archford Capital Strategies's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.69M in Q1 2021.
877 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2022.

Based on Archford Capital Strategies's 13F filing for Q1 2022, filed 18 Apr 2022.