BWP
HYG icon

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

Baldwin 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
2023
Q2 		– Sell
-40
Closed -$3.02K – 774
2023
Q1 		$3.02K Hold
40
– – ﹤0.01% 708
2022
Q4 		$2.94K Hold
40
– – ﹤0.01% 698
2022
Q3 		$3K Hold
40
– – ﹤0.01% 598
2022
Q2 		$3K Hold
40
– – ﹤0.01% 632
2022
Q1 		$3K Hold
40
– – ﹤0.01% 629
2021
Q4 		$3K Hold
40
– – ﹤0.01% 593
2021
Q3 		$3K Sell
40
-7
-15% -$614 ﹤0.01% 606
2021
Q2 		$4K Buy
47
+7
+18% +$611 ﹤0.01% 597
2021
Q1 		$3K Hold
40
– – ﹤0.01% 585
2020
Q4 		$3K Sell
40
-410
-91% -$35.1K ﹤0.01% 516
2020
Q3 		$38K Hold
450
– – 0.01% 326
2020
Q2 		$37K Hold
450
– – 0.01% 327
2020
Q1 		$35K Sell
450
-2,251
-83% -$190K 0.01% 317
2019
Q4 		$238K Hold
2,701
– – 0.03% 167
2019
Q3 		$235K Buy
2,701
+895
+50% +$77.7K 0.04% 155
2019
Q2 		$157K Buy
1,806
+585
+48% +$50.5K 0.02% 213
2019
Q1 		$106K Sell
1,221
-4
-0.3% -$340 0.02% 236
2018
Q4 		$99K Hold
1,225
– – 0.02% 233
2018
Q3 		$106K Sell
1,225
-1,350
-52% -$116K 0.01% 246
2018
Q2 		$219K Hold
2,575
– – 0.03% 187
2018
Q1 		$221K Buy
2,575
+70
+3% +$6.05K 0.04% 187
2017
Q4 		$219K Buy
2,505
+150
+6% +$13.2K 0.03% 188
2017
Q3 		$209K Hold
2,355
– – 0.03% 187
2017
Q2 		$208K Hold
2,355
– – 0.03% 186
2017
Q1 		$207K Sell
2,355
-40
-2% -$3.49K 0.03% 185
2016
Q4 		$207K Hold
2,395
– – 0.04% 174
2016
Q3 		$209K Buy
+2,395
New +$206K 0.04% 174

Other funds holding HYG

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Baldwin Wealth Partners's HYG Position: Q2 2023 in Review

Baldwin Wealth Partners sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2023, closing a stake of 40 shares — an estimated $3.02K sold.

Baldwin Wealth Partners first reported a position in HYG in Q3 2016 and held it in 27 quarters. The position peaked at $238K in Q4 2019. 861 funds tracked by Wall St. Rank hold HYG as of Q2 2023.

  • Baldwin Wealth Partners reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Baldwin Wealth Partners sold 40 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2023, an estimated $3.02K.
  • Baldwin Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2016 and held it in 27 quarters.
  • Baldwin Wealth Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $238K in Q4 2019.
  • 861 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2023.

Based on Baldwin Wealth Partners's 13F filing for Q2 2023, filed 14 Jul 2023.