Colton Groome Financial Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Colton Groome Financial 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 Q1	–	Sell	-3,516	Closed	-$306K	–	115
2021 Q4	$306K	Sell	3,516 -664	-16%	-$57.6K	0.12%	99
2021 Q3	$366K	Sell	4,180 -307	-7%	-$26.9K	0.16%	87
2021 Q2	$395K	Buy	4,487 +244	+6%	+$21.3K	0.18%	82
2021 Q1	$370K	Sell	4,243 -123	-3%	-$10.7K	0.21%	51
2020 Q4	$381K	Buy	4,366 +211	+5%	+$18.1K	0.25%	49
2020 Q3	$349K	Buy	4,155 +149	+4%	+$12.5K	0.25%	45
2020 Q2	$327K	Buy	+4,006	New	+$323K	0.24%	48
2020 Q1	–	Sell	-4,370	Closed	-$384K	–	69
2019 Q4	$384K	Buy	4,370 +104	+2%	+$9.05K	0.28%	50
2019 Q3	$370K	Buy	+4,266	New	+$370K	0.27%	52

Other funds holding HYG

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

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

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

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CCMG

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Colton Groome Financial Advisors's HYG Position: Q1 2022 in Review

Colton Groome Financial Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2022, closing a stake of 3,516 shares — an estimated $306K sold.

Colton Groome Financial Advisors first reported a position in HYG in Q3 2019 and held it in 9 quarters. The position peaked at $395K in Q2 2021. 877 funds tracked by Wall St. Rank hold HYG as of Q1 2022.

Colton Groome Financial Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Colton Groome Financial Advisors sold 3,516 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2022, an estimated $306K.
Colton Groome Financial Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2019 and held it in 9 quarters.
Colton Groome Financial Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $395K in Q2 2021.
877 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2022.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.