Beaumont Financial Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Beaumont Financial 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
2022 Q4	–	Sell	-2,920	Closed	-$208K	–	333
2022 Q3	$208K	Hold	2,920	–	–	0.02%	288
2022 Q2	$215K	Buy	+2,920	New	+$227K	0.02%	286
2018 Q2	–	Sell	-19,541	Closed	-$1.67M	–	218
2018 Q1	$1.67M	Buy	+19,541	New	+$1.69M	0.19%	80
2017 Q2	–	Sell	-34,835	Closed	-$3.06M	–	178
2017 Q1	$3.06M	Buy	+34,835	New	+$3.04M	0.42%	63

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

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

Beaumont Financial Advisors's HYG Position: Q4 2022 in Review

Beaumont Financial Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2022, closing a stake of 2,920 shares — an estimated $208K sold.

Beaumont Financial Advisors first reported a position in HYG in Q1 2017 and held it in 4 quarters. The position peaked at $3.06M in Q1 2017. 896 funds tracked by Wall St. Rank hold HYG as of Q4 2022.

Beaumont Financial Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Beaumont Financial Advisors sold 2,920 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2022, an estimated $208K.
Beaumont Financial Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2017 and held it in 4 quarters.
Beaumont Financial Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.06M in Q1 2017.
896 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2022.

Based on Beaumont Financial Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.