Carlsbad Wealth Advisory Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Carlsbad Wealth Advisory 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
2023 Q2	$386K	Buy	+5,136	New	+$383K	0.25%	32

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

JSTA

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carlsbad Wealth Advisory Group's HYG Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2023: 5,136 shares worth $386K. The stake represents 0.25% of the portfolio and ranks #32 among its holdings.

862 funds tracked by Wall St. Rank hold HYG as of Q2 2023.

Carlsbad Wealth Advisory Group held 5,136 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $386K as of Q2 2023.
iShares iBoxx $ High Yield Corporate Bond ETF was a new Carlsbad Wealth Advisory Group position in Q2 2023.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.25% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #32 holding.
862 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.