Clearview Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Clearview Wealth Advisors’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	-820	Closed	-$59K	–	634
2022 Q3	$59K	Sell	820 -51	-6%	-$3.85K	0.05%	156
2022 Q2	$64K	Buy	871 +10	+1%	+$778	0.05%	159
2022 Q1	$71K	Buy	861 +7	+0.8%	+$585	0.05%	170
2021 Q4	$74K	Buy	854 +10	+1%	+$868	0.05%	191
2021 Q3	$74K	Buy	844 +9	+1%	+$789	0.05%	195
2021 Q2	$74K	Hold	835	–	–	0.05%	204
2021 Q1	$73K	Buy	835 +52	+7%	+$4.52K	0.05%	197
2020 Q4	$68K	Buy	+783	New	+$67K	0.05%	172

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

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

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

JSTA

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

AssetMark Inc Concord, California $49B AUM 17.78% 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 $369B AUM 31.66% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clearview Wealth Advisors's HYG Position: Q4 2022 in Review

Clearview Wealth Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2022, closing a stake of 820 shares — an estimated $59K sold.

Clearview Wealth Advisors first reported a position in HYG in Q4 2020 and held it in 8 quarters. The position peaked at $74K in Q4 2021. 896 funds tracked by Wall St. Rank hold HYG as of Q4 2022.

Clearview Wealth Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Clearview Wealth Advisors sold 820 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2022, an estimated $59K.
Clearview Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
Clearview Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $74K in Q4 2021.
896 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2022.

Based on Clearview Wealth Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.