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Avaii Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Avaii 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
2022
Q1 		– Sell
-3,094
Closed -$269K – 126
2021
Q4 		$269K Buy
+3,094
New +$268K 0.27% 80

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Bank of America
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State of Wisconsin Investment Board
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Wells Fargo
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N
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Avaii Wealth Management's HYG Position: Q1 2022 in Review

Avaii Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2022, closing a stake of 3,094 shares — an estimated $269K sold.

Avaii Wealth Management first reported a position in HYG in Q4 2021 and held it in 1 quarter. The position peaked at $269K in Q4 2021. 877 funds tracked by Wall St. Rank hold HYG as of Q1 2022.

  • Avaii Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Avaii Wealth Management sold 3,094 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2022, an estimated $269K.
  • Avaii Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Avaii Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $269K in Q4 2021.
  • 877 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2022.

Based on Avaii Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.