Baldrige Asset Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Baldrige Asset 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	$113K	Sell	1,492 -133	-8%	-$9.96K	0.05%	139
2022 Q4	$120K	Buy	1,625 +30	+2%	+$2.21K	0.05%	132
2022 Q3	$114K	Buy	1,595 +48	+3%	+$3.63K	0.05%	128
2022 Q2	$114K	Sell	1,547 -95	-6%	-$7.39K	0.05%	129
2022 Q1	$135K	Hold	1,642	–	–	0.06%	125
2021 Q4	$143K	Buy	1,642 +205	+14%	+$17.8K	0.06%	123
2021 Q3	$126K	Hold	1,437	–	–	0.05%	121
2021 Q2	$127K	Buy	+1,437	New	+$125K	0.06%	118

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

Baldrige Asset Management's HYG Position: Q1 2023 in Review

Baldrige Asset Management reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 8.2% in Q1 2023, selling an estimated $9.96K and leaving 1,492 shares worth $113K. The position accounts for 0.05% of the portfolio, ranked #139.

Baldrige Asset Management first reported a position in HYG in Q2 2021 and has held it in 8 quarters since. The position peaked at $143K in Q4 2021. 839 funds tracked by Wall St. Rank hold HYG as of Q1 2023.

Baldrige Asset Management held 1,492 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $113K as of Q1 2023.
Baldrige Asset Management sold 133 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2023, an estimated $9.96K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.05% of Baldrige Asset Management's portfolio in Q1 2023, its #139 holding.
Baldrige Asset Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $143K in Q4 2021.
839 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.