Claraphi Advisory Network’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Claraphi Advisory Network’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
2022 Q4	–	Sell	-6,515	Closed	-$465K	–	188
2022 Q3	$465K	Sell	6,515 -1,283	-16%	-$97K	0.25%	109
2022 Q2	$574K	Buy	7,798 +907	+13%	+$70.5K	0.2%	118
2022 Q1	$567K	Buy	6,891 +813	+13%	+$68K	0.16%	136
2021 Q4	$529K	Buy	6,078 +816	+16%	+$70.8K	0.18%	143
2021 Q3	$460K	Buy	5,262 +285	+6%	+$25K	0.16%	155
2021 Q2	$438K	Buy	4,977 +100	+2%	+$8.73K	0.13%	180
2021 Q1	$425K	Buy	4,877 +383	+9%	+$33.3K	0.12%	181
2020 Q4	$392K	Buy	4,494 +461	+11%	+$39.5K	0.11%	180
2020 Q3	$338K	Buy	4,033 +63	+2%	+$5.3K	0.12%	163
2020 Q2	$324K	Sell	3,970 -107	-3%	-$8.62K	0.14%	149
2020 Q1	$314K	Buy	4,077 +454	+13%	+$38.4K	0.15%	137
2019 Q4	$319K	Buy	3,623 +1,608	+80%	+$140K	0.2%	126
2019 Q3	$176K	Sell	2,015 -299	-13%	-$26K	0.11%	205
2019 Q2	$202K	Buy	+2,314	New	+$200K	0.12%	216

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Claraphi Advisory Network's HYG Position: Q4 2022 in Review

Claraphi Advisory Network sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2022, closing a stake of 6,515 shares — an estimated $465K sold.

Claraphi Advisory Network first reported a position in HYG in Q2 2019 and held it in 14 quarters. The position peaked at $574K in Q2 2022. 896 funds tracked by Wall St. Rank hold HYG as of Q4 2022.

Claraphi Advisory Network reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Claraphi Advisory Network sold 6,515 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2022, an estimated $465K.
Claraphi Advisory Network first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2019 and held it in 14 quarters.
Claraphi Advisory Network's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $574K in Q2 2022.
896 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.