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

Beaird Harris 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
2024 Q3	–	Sell	-1,414	Closed	-$109K	–	613
2024 Q2	$109K	Buy	1,414 +21	+2%	+$1.61K	0.01%	158
2024 Q1	$108K	Buy	1,393 +15	+1%	+$1.16K	0.01%	152
2023 Q4	$107K	Buy	1,378 +1,003	+267%	+$74.8K	0.01%	137
2023 Q3	$27.7K	Sell	375 -94	-20%	-$7.02K	﹤0.01%	211
2023 Q2	$35.2K	Buy	+469	New	+$35K	﹤0.01%	191

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

Beaird Harris Wealth Management's HYG Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2024, closing a stake of 1,414 shares — an estimated $109K sold.

Beaird Harris Wealth Management first reported a position in HYG in Q2 2023 and held it in 5 quarters. The position peaked at $109K in Q2 2024. 892 funds tracked by Wall St. Rank hold HYG as of Q3 2024.

Beaird Harris Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 1,414 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2024, an estimated $109K.
Beaird Harris Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2023 and held it in 5 quarters.
Beaird Harris Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $109K in Q2 2024.
892 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.