Brophy Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Brophy Wealth Management’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 Q3	$1.83M	Buy	+22,765	New	+$1.79M	0.65%	31

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

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

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

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

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

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

Brophy Wealth Management's HYG Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2024: 22,765 shares worth $1.83M. The stake represents 0.65% of the portfolio and ranks #31 among its holdings.

892 funds tracked by Wall St. Rank hold HYG as of Q3 2024.

Brophy Wealth Management held 22,765 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.83M as of Q3 2024.
iShares iBoxx $ High Yield Corporate Bond ETF was a new Brophy Wealth Management position in Q3 2024.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.65% of Brophy Wealth Management's portfolio in Q3 2024, its #31 holding.
892 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.