Braun-Bostich & Associates’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Braun-Bostich & Associates’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 Q2	–	Sell	-5,776	Closed	-$475K	–	70
2022 Q1	$475K	Buy	+5,776	New	+$483K	1.02%	31
2021 Q4	–	Sell	-8,355	Closed	-$731K	–	122
2021 Q3	$731K	Buy	+8,355	New	+$733K	1.38%	21
2020 Q4	–	Sell	-257	Closed	-$22K	–	126
2020 Q3	$22K	Sell	257 -2,209	-90%	-$186K	0.02%	205
2020 Q2	$201K	Buy	2,466 +105	+4%	+$8.46K	0.2%	76
2020 Q1	$176K	Hold	2,361	–	–	0.22%	78
2019 Q4	$208K	Sell	2,361 -6	-0.3%	-$522	0.2%	80
2019 Q3	$206K	Hold	2,367	–	–	0.24%	84
2019 Q2	$206K	Sell	2,367 -1,990	-46%	-$172K	0.22%	95
2019 Q1	$377K	Sell	4,357 -2,156	-33%	-$183K	0.39%	67
2018 Q4	$528K	Hold	6,513	–	–	0.56%	63
2018 Q3	$563K	Sell	6,513 -5,271	-45%	-$453K	0.54%	63
2018 Q2	$1M	Sell	11,784 -2,614	-18%	-$224K	1%	25
2018 Q1	$1.23M	Buy	14,398 +8,659	+151%	+$748K	1.07%	28
2017 Q4	$501K	Buy	+5,739	New	+$504K	0.42%	69

Other funds holding HYG

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Braun-Bostich & Associates's HYG Position: Q2 2022 in Review

Braun-Bostich & Associates sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2022, closing a stake of 5,776 shares — an estimated $475K sold.

Braun-Bostich & Associates first reported a position in HYG in Q4 2017 and held it in 14 quarters. The position peaked at $1.23M in Q1 2018. 789 funds tracked by Wall St. Rank hold HYG as of Q2 2022.

Braun-Bostich & Associates reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Braun-Bostich & Associates sold 5,776 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2022, an estimated $475K.
Braun-Bostich & Associates first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and held it in 14 quarters.
Braun-Bostich & Associates's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.23M in Q1 2018.
789 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2022.

Based on Braun-Bostich & Associates's 13F filing for Q2 2022, filed 16 Aug 2022.