Berger Financial Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Berger Financial Group’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 Q1	–	Sell	-3,064	Closed	-$237K	–	367
2023 Q4	$237K	Sell	3,064 -119	-4%	-$8.87K	0.02%	274
2023 Q3	$235K	Buy	+3,183	New	+$238K	0.03%	250
2022 Q2	–	Sell	-2,480	Closed	-$204K	–	263
2022 Q1	$204K	Hold	2,480	–	–	0.03%	262
2021 Q4	$216K	Buy	+2,480	New	+$215K	0.03%	244

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JSTA

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

Jane Street New York $777B AUM 61.18% 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

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

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

Berger Financial Group's HYG Position: Q1 2024 in Review

Berger Financial Group sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2024, closing a stake of 3,064 shares — an estimated $237K sold.

Berger Financial Group first reported a position in HYG in Q4 2021 and held it in 4 quarters. The position peaked at $237K in Q4 2023. 910 funds tracked by Wall St. Rank hold HYG as of Q1 2024.

Berger Financial Group reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Berger Financial Group sold 3,064 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2024, an estimated $237K.
Berger Financial Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
Berger Financial Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $237K in Q4 2023.
910 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2024.

Based on Berger Financial Group's 13F filing for Q1 2024, filed 16 Apr 2024.