Center for Financial Planning’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Center for Financial Planning’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 Q2	–	Sell	-73	Closed	-$5.67K	–	604
2024 Q1	$5.67K	Buy	+73	New	+$5.64K	﹤0.01%	463
2021 Q2	–	Sell	-38	Closed	-$3K	–	515
2021 Q1	$3K	Hold	38	–	–	﹤0.01%	472
2020 Q4	$3K	Hold	38	–	–	﹤0.01%	418
2020 Q3	$3K	Sell	38 -12	-24%	-$1.01K	﹤0.01%	388
2020 Q2	$4K	Buy	+50	New	+$4.03K	﹤0.01%	380

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Center for Financial Planning's HYG Position: Q2 2024 in Review

Center for Financial Planning sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2024, closing a stake of 73 shares — an estimated $5.67K sold.

Center for Financial Planning first reported a position in HYG in Q2 2020 and held it in 5 quarters. The position peaked at $5.67K in Q1 2024. 893 funds tracked by Wall St. Rank hold HYG as of Q2 2024.

Center for Financial Planning reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Center for Financial Planning sold 73 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2024, an estimated $5.67K.
Center for Financial Planning first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2020 and held it in 5 quarters.
Center for Financial Planning's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $5.67K in Q1 2024.
893 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2024.

Based on Center for Financial Planning's 13F filing for Q2 2024, filed 18 Jul 2024.