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

Baker Tilly 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
2023 Q1	–	Sell	-11,344	Closed	-$835K	–	557
2022 Q4	$835K	Buy	+11,344	New	+$836K	0.1%	223
2022 Q1	–	Sell	-16,219	Closed	-$1.41M	–	541
2021 Q4	$1.41M	Buy	+16,219	New	+$1.41M	0.15%	137
2021 Q3	–	Sell	-3,128	Closed	-$275K	–	512
2021 Q2	$275K	Sell	3,128 -2,077	-40%	-$181K	0.04%	416
2021 Q1	$454K	Buy	5,205 +2,787	+115%	+$242K	0.09%	258
2020 Q4	$211K	Buy	+2,418	New	+$207K	0.07%	310

Other funds holding HYG

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

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Baker Tilly Wealth Management's HYG Position: Q1 2023 in Review

Baker Tilly Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2023, closing a stake of 11,344 shares — an estimated $835K sold.

Baker Tilly Wealth Management first reported a position in HYG in Q4 2020 and held it in 5 quarters. The position peaked at $1.41M in Q4 2021. 839 funds tracked by Wall St. Rank hold HYG as of Q1 2023.

Baker Tilly Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 11,344 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2023, an estimated $835K.
Baker Tilly Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and held it in 5 quarters.
Baker Tilly Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.41M in Q4 2021.
839 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2023, filed 12 Apr 2023.