Barber Financial Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Barber Financial Group’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 Q2	–	Sell	-4,978	Closed	-$410K	–	155
2022 Q1	$410K	Sell	4,978 -66,405	-93%	-$5.55M	0.05%	92
2021 Q4	$6.21M	Sell	71,383 -22,862	-24%	-$1.98M	0.75%	28
2021 Q3	$8.25M	Buy	94,245 +11,429	+14%	+$1M	1.07%	25
2021 Q2	$7.29M	Buy	82,816 +80,090	+2,938%	+$6.99M	0.99%	24
2021 Q1	$238K	Buy	+2,726	New	+$237K	0.03%	127
2019 Q1	–	Sell	-32,402	Closed	-$2.63M	–	141
2018 Q4	$2.63M	Buy	+32,402	New	+$2.71M	0.57%	36

Other funds holding HYG

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Barber Financial Group's HYG Position: Q2 2022 in Review

Barber Financial Group sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2022, closing a stake of 4,978 shares — an estimated $410K sold.

Barber Financial Group first reported a position in HYG in Q4 2018 and held it in 6 quarters. The position peaked at $8.25M in Q3 2021. 788 funds tracked by Wall St. Rank hold HYG as of Q2 2022.

Barber Financial Group reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Barber Financial Group sold 4,978 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2022, an estimated $410K.
Barber Financial Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and held it in 6 quarters.
Barber Financial Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $8.25M in Q3 2021.
788 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2022.

Based on Barber Financial Group's 13F filing for Q2 2022, filed 4 Aug 2022.