BDO Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

BDO Wealth Advisors’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	$6.53K	Hold	87	–	–	﹤0.01%	748
2023 Q1	$6.57K	Buy	87 +12	+16%	+$899	﹤0.01%	771
2022 Q4	$5.52K	Hold	75	–	–	﹤0.01%	756
2022 Q3	$5K	Hold	75	–	–	﹤0.01%	813
2022 Q2	$6K	Hold	75	–	–	﹤0.01%	761
2022 Q1	$6K	Hold	75	–	–	﹤0.01%	795
2021 Q4	$7K	Hold	75	–	–	﹤0.01%	779
2021 Q3	$7K	Hold	75	–	–	﹤0.01%	779
2021 Q2	$7K	Buy	+75	New	+$6.55K	﹤0.01%	811
2021 Q1	–	Sell	-150	Closed	-$13K	–	1207
2020 Q4	$13K	Buy	150 +101	+206%	+$8.65K	﹤0.01%	522
2020 Q3	$4K	Hold	49	–	–	﹤0.01%	584
2020 Q2	$4K	Hold	49	–	–	﹤0.01%	576
2020 Q1	$4K	Hold	49	–	–	﹤0.01%	623
2019 Q4	$4K	Buy	+49	New	+$4.26K	﹤0.01%	517
2018 Q4	–	Sell	-30	Closed	-$3K	–	583
2018 Q3	$3K	Hold	30	–	–	﹤0.01%	532
2018 Q2	$3K	Sell	30 -71	-70%	-$6.08K	﹤0.01%	546
2018 Q1	$9K	Buy	101 +30	+42%	+$2.59K	﹤0.01%	405
2017 Q4	$6K	Hold	71	–	–	﹤0.01%	365
2017 Q3	$6K	Sell	71 -47	-40%	-$4.15K	﹤0.01%	330
2017 Q2	$10K	Buy	+118	New	+$10.4K	﹤0.01%	373

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BDO Wealth Advisors's HYG Position: Q2 2023 in Review

BDO Wealth Advisors held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q2 2023 at 87 shares worth $6.53K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

BDO Wealth Advisors first reported a position in HYG in Q2 2017 and has held it in 20 quarters since. The position peaked at $13K in Q4 2020. 862 funds tracked by Wall St. Rank hold HYG as of Q2 2023.

BDO Wealth Advisors held 87 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $6.53K as of Q2 2023.
BDO Wealth Advisors left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q2 2023.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #748 holding.
BDO Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2017 and has held it in 20 quarters since.
BDO Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $13K in Q4 2020.
862 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.