Column Capital Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Column Capital 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
2023 Q3	$992K	Buy	13,452 +6,700	+99%	+$500K	0.15%	65
2023 Q2	$507K	Hold	6,752	–	–	0.07%	86
2023 Q1	$510K	Hold	6,752	–	–	0.08%	77
2022 Q4	$497K	Buy	+6,752	New	+$498K	0.08%	68
2022 Q3	–	Sell	-1,229	Closed	-$90K	–	730
2022 Q2	$90K	Buy	1,229 +852	+226%	+$66.2K	0.02%	204
2022 Q1	$31K	Hold	377	–	–	0.01%	350
2021 Q4	$33K	Hold	377	–	–	0.01%	353
2021 Q3	$33K	Hold	377	–	–	0.01%	325
2021 Q2	$33K	Hold	377	–	–	0.01%	327
2021 Q1	$33K	Hold	377	–	–	0.01%	322
2020 Q4	$33K	Hold	377	–	–	0.01%	327
2020 Q3	$32K	Hold	377	–	–	0.01%	310
2020 Q2	$30K	Sell	377 -18	-5%	-$1.45K	0.01%	321
2020 Q1	$30K	Buy	395 +18	+5%	+$1.52K	0.01%	266
2019 Q4	$33K	Buy	+377	New	+$32.8K	0.02%	293

Other funds holding HYG

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

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

OPAM

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

Column Capital Advisors's HYG Position: Q3 2023 in Review

Column Capital Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 99% in Q3 2023, buying an estimated $500K and bringing the position to 13,452 shares worth $992K. The position accounts for 0.15% of the portfolio, ranked #65.

Column Capital Advisors first reported a position in HYG in Q4 2019 and has held it in 15 quarters since. 851 funds tracked by Wall St. Rank hold HYG as of Q3 2023.

Column Capital Advisors held 13,452 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $992K as of Q3 2023.
Column Capital Advisors bought 6,700 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2023, an estimated $500K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.15% of Column Capital Advisors's portfolio in Q3 2023, its #65 holding.
Column Capital Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and has held it in 15 quarters since.
851 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.