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HYG icon

Cassaday & Co’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Cassaday & Co’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
Q1 		– Sell
-317
Closed -$28K – 37
2020
Q4 		$28K Buy
+317
New +$27.1K ﹤0.01% 34
2019
Q2 		– Sell
-237
Closed -$20K – 39
2019
Q1 		$20K Buy
+237
New +$20.1K ﹤0.01% 35
2018
Q4 		– Sell
-140
Closed -$12K – 42
2018
Q3 		$12K Buy
+140
New +$12K ﹤0.01% 35
2016
Q2 		– Sell
-118
Closed -$10K – 25
2016
Q1 		$10K Sell
118
-328
-74% -$26K 0.01% 26
2015
Q4 		$36K Sell
446
-709
-61% -$58.9K 0.02% 23
2015
Q3 		$96K Hold
1,155
– – 0.07% 11
2015
Q2 		$103K Sell
1,155
-555
-32% -$50.2K 0.12% 7
2015
Q1 		$155K Buy
+1,710
New +$155K 0.18% 6

Other funds holding HYG

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return