Certified Advisory Corp’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Certified Advisory Corp’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 Q1	–	Sell	-67,521	Closed	-$4.97M	–	278
2022 Q4	$4.97M	Sell	67,521 -360	-0.5%	-$26.5K	0.98%	24
2022 Q3	$4.85M	Buy	67,881 +439	+0.7%	+$33.2K	1.11%	22
2022 Q2	$4.96M	Sell	67,442 -68	-0.1%	-$5.29K	1.11%	24
2022 Q1	$5.55M	Buy	67,510 +345	+0.5%	+$28.8K	1.18%	21
2021 Q4	$5.84M	Buy	67,165 +217	+0.3%	+$18.8K	1.29%	16
2021 Q3	$5.86M	Buy	66,948 +2,441	+4%	+$214K	1.42%	13
2021 Q2	$5.68M	Buy	64,507 +4,595	+8%	+$401K	1.43%	15
2021 Q1	$5.22M	Buy	+59,912	New	+$5.21M	1.35%	13
2020 Q2	$3.65M	Buy	44,685 +6,032	+16%	+$486K	1.21%	16
2020 Q1	$2.98M	Buy	38,653 +2,512	+7%	+$212K	1.18%	18
2019 Q4	$3.18M	Buy	36,141 +16,141	+81%	+$1.4M	1.02%	19
2019 Q3	$1.74M	Buy	20,000 +14,000	+233%	+$1.22M	0.61%	36
2019 Q2	$523K	Buy	6,000 +20	+0.3%	+$1.73K	0.19%	103
2019 Q1	$517K	Buy	5,980 +81	+1%	+$6.88K	0.22%	94
2018 Q4	$478K	Buy	5,899 +163	+3%	+$13.6K	0.25%	89
2018 Q3	$496K	Buy	5,736 +372	+7%	+$32K	0.23%	92
2018 Q2	$456K	Buy	5,364 +1,989	+59%	+$170K	0.25%	90
2018 Q1	$289K	Buy	3,375 +1,249	+59%	+$108K	0.17%	116
2017 Q4	$185K	Buy	+2,126	New	+$187K	0.13%	116

Other funds holding HYG

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

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

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

JSTA

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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

BCIM

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

Certified Advisory Corp's HYG Position: Q1 2023 in Review

Certified Advisory Corp sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2023, closing a stake of 67,521 shares — an estimated $4.97M sold.

Certified Advisory Corp first reported a position in HYG in Q4 2017 and held it in 19 quarters. The position peaked at $5.86M in Q3 2021. 838 funds tracked by Wall St. Rank hold HYG as of Q1 2023.

Certified Advisory Corp reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Certified Advisory Corp sold 67,521 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2023, an estimated $4.97M.
Certified Advisory Corp first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and held it in 19 quarters.
Certified Advisory Corp's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $5.86M in Q3 2021.
838 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2023.

Based on Certified Advisory Corp's 13F filing for Q1 2023, filed 15 May 2023.