Baystate Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Baystate Wealth 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	–	Sell	-248	Closed	-$18K	–	1049
2022 Q4	$18K	Buy	248 +103	+71%	+$7.59K	﹤0.01%	481
2022 Q3	$10K	Buy	145 +2	+1%	+$151	﹤0.01%	540
2022 Q2	$11K	Buy	143 +1	+0.7%	+$78	﹤0.01%	540
2022 Q1	$12K	Buy	142 +80	+129%	+$6.69K	﹤0.01%	543
2021 Q4	$5K	Buy	62 +1	+2%	+$87	﹤0.01%	649
2021 Q3	$5K	Buy	+61	New	+$5.35K	﹤0.01%	596
2021 Q1	–	Sell	-73	Closed	-$6K	–	765
2020 Q4	$6K	Buy	+73	New	+$6.25K	﹤0.01%	476
2019 Q1	–	Sell	-36	Closed	-$3K	–	684
2018 Q4	$3K	Buy	+36	New	+$3.01K	﹤0.01%	478
2018 Q3	–	Sell	-52	Closed	-$4K	–	691
2018 Q2	$4K	Buy	52 +23	+79%	+$1.97K	﹤0.01%	476
2018 Q1	$2K	Buy	+29	New	+$2.51K	﹤0.01%	510
2017 Q2	–	Sell	-1	Closed	-$1K	–	695
2017 Q1	$1K	Sell	1 -8,491	-100%	-$742K	﹤0.01%	544
2016 Q4	$742K	Buy	8,492 +3,127	+58%	+$269K	0.15%	30
2016 Q3	$468K	Buy	5,365 +719	+15%	+$61.8K	0.1%	36
2016 Q2	$394K	Buy	+4,646	New	+$386K	0.09%	40
2016 Q1	–	Sell	-11,328	Closed	-$913K	–	66
2015 Q4	$913K	Buy	11,328 +6,989	+161%	+$581K	0.2%	22
2015 Q3	$361K	Sell	4,339 -4,030	-48%	-$349K	0.09%	36
2015 Q2	$743K	Buy	8,369 +3,528	+73%	+$319K	0.2%	27
2015 Q1	$439K	Hold	4,841	–	–	0.12%	34
2014 Q4	$434K	Buy	+4,841	New	+$441K	0.14%	35
2013 Q3	–	Sell	-1,603	Closed	-$146K	–	108
2013 Q2	$146K	Buy	+1,603	New	+$151K	0.07%	45

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

Baystate Wealth Management's HYG Position: Q1 2023 in Review

Baystate Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2023, closing a stake of 248 shares — an estimated $18K sold.

Baystate Wealth Management first reported a position in HYG in Q2 2013 and held it in 20 quarters. The position peaked at $913K in Q4 2015. 839 funds tracked by Wall St. Rank hold HYG as of Q1 2023.

Baystate Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Baystate Wealth Management sold 248 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2023, an estimated $18K.
Baystate Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and held it in 20 quarters.
Baystate Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $913K in Q4 2015.
839 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2023.

Based on Baystate Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.