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

Clear Perspectives 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
2023 Q1	–	Sell	-98	Closed	-$7.22K	–	213
2022 Q4	$7.22K	Hold	98	–	–	﹤0.01%	164
2022 Q3	$7K	Hold	98	–	–	﹤0.01%	156
2022 Q2	$7K	Hold	98	–	–	﹤0.01%	165
2022 Q1	$8K	Sell	98 -525	-84%	-$43.9K	﹤0.01%	175
2021 Q4	$54K	Buy	623 +525	+536%	+$45.5K	0.02%	98
2021 Q3	$9K	Hold	98	–	–	﹤0.01%	168
2021 Q2	$9K	Hold	98	–	–	﹤0.01%	171
2021 Q1	$9K	Hold	98	–	–	0.01%	155
2020 Q4	$9K	Buy	+98	New	+$8.39K	0.01%	149

Other funds holding HYG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JSTA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Clear Perspectives Financial Planning's HYG Position: Q1 2023 in Review

Clear Perspectives Financial Planning sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2023, closing a stake of 98 shares — an estimated $7.22K sold.

Clear Perspectives Financial Planning first reported a position in HYG in Q4 2020 and held it in 9 quarters. The position peaked at $54K in Q4 2021. 839 funds tracked by Wall St. Rank hold HYG as of Q1 2023.

Clear Perspectives Financial Planning reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Clear Perspectives Financial Planning sold 98 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2023, an estimated $7.22K.
Clear Perspectives Financial Planning first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and held it in 9 quarters.
Clear Perspectives Financial Planning's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $54K in Q4 2021.
839 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.