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

Beacon Bridge 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
2024 Q3	–	Sell	-2,674	Closed	-$206K	–	93
2024 Q2	$206K	Sell	2,674 -1,392	-34%	-$107K	0.09%	90
2024 Q1	$316K	Sell	4,066 -5,352	-57%	-$414K	0.15%	77
2023 Q4	$729K	Sell	9,418 -2,008	-18%	-$150K	0.36%	48
2023 Q3	$842K	Buy	11,426 +6,802	+147%	+$508K	0.44%	43
2023 Q2	$347K	Sell	4,624 -90,750	-95%	-$6.77M	0.18%	55
2023 Q1	$7.21M	Buy	95,374 +91,025	+2,093%	+$6.82M	4.32%	7
2022 Q4	$320K	Buy	+4,349	New	+$321K	0.23%	54

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beacon Bridge Wealth Partners's HYG Position: Q3 2024 in Review

Beacon Bridge Wealth Partners sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2024, closing a stake of 2,674 shares — an estimated $206K sold.

Beacon Bridge Wealth Partners first reported a position in HYG in Q4 2022 and held it in 7 quarters. The position peaked at $7.21M in Q1 2023. 892 funds tracked by Wall St. Rank hold HYG as of Q3 2024.

Beacon Bridge Wealth Partners reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Beacon Bridge Wealth Partners sold 2,674 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2024, an estimated $206K.
Beacon Bridge Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and held it in 7 quarters.
Beacon Bridge Wealth Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $7.21M in Q1 2023.
892 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2024.

Based on Beacon Bridge Wealth Partners's 13F filing for Q3 2024, filed 12 Nov 2024.