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Buckingham Strategic Wealth’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Buckingham Strategic Wealth’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
-46,604
Closed -$3.61M – 780
2023
Q4 		$3.61M Sell
46,604
-27,194
-37% -$2.03M 0.04% 169
2023
Q3 		$5.44M Sell
73,798
-15,524
-17% -$1.16M 0.08% 127
2023
Q2 		$6.71M Buy
+89,322
New +$6.67M 0.1% 110

Other funds holding HYG

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Buckingham Strategic Wealth's HYG Position: Q1 2024 in Review

Buckingham Strategic Wealth sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2024, closing a stake of 46,604 shares — an estimated $3.61M sold.

Buckingham Strategic Wealth first reported a position in HYG in Q2 2023 and held it in 3 quarters. The position peaked at $6.71M in Q2 2023. 910 funds tracked by Wall St. Rank hold HYG as of Q1 2024.

  • Buckingham Strategic Wealth reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 46,604 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2024, an estimated $3.61M.
  • Buckingham Strategic Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2023 and held it in 3 quarters.
  • Buckingham Strategic Wealth's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $6.71M in Q2 2023.
  • 910 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2024, filed 9 May 2024.