Balboa Wealth Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Balboa Wealth Partners’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
2024 Q2	–	Sell	-3,216	Closed	-$250K	–	319
2024 Q1	$250K	Sell	3,216 -9,339	-74%	-$722K	0.07%	192
2023 Q4	$972K	Buy	+12,555	New	+$936K	0.32%	62
2023 Q3	–	Sell	-13,819	Closed	-$1.04M	–	295
2023 Q2	$1.04M	Buy	+13,819	New	+$1.03M	0.36%	48

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Balboa Wealth Partners's HYG Position: Q2 2024 in Review

Balboa Wealth Partners sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2024, closing a stake of 3,216 shares — an estimated $250K sold.

Balboa Wealth Partners first reported a position in HYG in Q2 2023 and held it in 3 quarters. The position peaked at $1.04M in Q2 2023. 893 funds tracked by Wall St. Rank hold HYG as of Q2 2024.

Balboa Wealth Partners reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Balboa Wealth Partners sold 3,216 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2024, an estimated $250K.
Balboa Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2023 and held it in 3 quarters.
Balboa Wealth Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.04M in Q2 2023.
893 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2024.

Based on Balboa Wealth Partners's 13F filing for Q2 2024, filed 13 Aug 2024.