Bernardo Wealth Planning’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Bernardo Wealth Planning’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
2021 Q2	–	Sell	-2,305	Closed	-$200K	–	78
2021 Q1	$200K	Sell	2,305 -870	-27%	-$75.7K	0.13%	74
2020 Q4	$277K	Buy	+3,175	New	+$272K	0.11%	140
2020 Q1	–	Sell	-3,105	Closed	-$273K	–	144
2019 Q4	$273K	Buy	+3,105	New	+$270K	0.17%	126

Other funds holding HYG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bernardo Wealth Planning's HYG Position: Q2 2021 in Review

Bernardo Wealth Planning sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2021, closing a stake of 2,305 shares — an estimated $200K sold.

Bernardo Wealth Planning first reported a position in HYG in Q4 2019 and held it in 3 quarters. The position peaked at $277K in Q4 2020. 901 funds tracked by Wall St. Rank hold HYG as of Q2 2021.

Bernardo Wealth Planning reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Bernardo Wealth Planning sold 2,305 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2021, an estimated $200K.
Bernardo Wealth Planning first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and held it in 3 quarters.
Bernardo Wealth Planning's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $277K in Q4 2020.
901 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2021.

Based on Bernardo Wealth Planning's 13F filing for Q2 2021, filed 30 Jul 2021.