Benjamin F. Edwards & Company’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Benjamin F. Edwards & Company’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
2017 Q2	–	Sell	-400	Closed	-$35K	–	1464
2017 Q1	$35K	Buy	+400	New	+$34.9K	0.01%	743

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

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

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

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

Benjamin F. Edwards & Company's HYG Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 3.3% in Q2 2024, buying an estimated $4.23K and bringing the position to 1,706 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Benjamin F. Edwards & Company first reported a position in HYG in Q2 2013 and has held it in 45 quarters since. The position peaked at $7.29M in Q4 2019. 893 funds tracked by Wall St. Rank hold HYG as of Q2 2024.

Benjamin F. Edwards & Company held 1,706 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $132K as of Q2 2024.
Benjamin F. Edwards & Company bought 55 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2024, an estimated $4.23K.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1033 holding.
Benjamin F. Edwards & Company first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 45 quarters since.
Benjamin F. Edwards & Company's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $7.29M in Q4 2019.
893 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.