BFG
HYG icon

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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return