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Axim Planning & Wealth’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Axim Planning & Wealth’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
-51
Closed -$4K – 89
2022
Q3 		$4K Hold
51
– – ﹤0.01% 135
2022
Q2 		$4K Buy
+51
New +$3.96K ﹤0.01% 111

Other funds holding HYG

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Axim Planning & Wealth's HYG Position: Q4 2022 in Review

Axim Planning & Wealth sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2022, closing a stake of 51 shares — an estimated $4K sold.

Axim Planning & Wealth first reported a position in HYG in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 896 funds tracked by Wall St. Rank hold HYG as of Q4 2022.

  • Axim Planning & Wealth reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 51 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2022, an estimated $4K.
  • Axim Planning & Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4K in Q3 2022.
  • 896 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.