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

Copperleaf Capital’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
2020 Q4	–	Sell	-24,152	Closed	-$2.03M	–	52
2020 Q3	$2.03M	Sell	24,152 -1,515	-6%	-$128K	1.95%	15
2020 Q2	$2.1M	Sell	25,667 -1,883	-7%	-$152K	2.17%	15
2020 Q1	$2.12M	Buy	27,550 +5,506	+25%	+$465K	2.55%	12
2019 Q4	$1.94M	Buy	+22,044	New	+$1.92M	1.97%	16

Other funds holding HYG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MCM

Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Copperleaf Capital's HYG Position: Q4 2020 in Review

Copperleaf Capital sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2020, closing a stake of 24,152 shares — an estimated $2.03M sold.

Copperleaf Capital first reported a position in HYG in Q4 2019 and held it in 4 quarters. The position peaked at $2.12M in Q1 2020. 885 funds tracked by Wall St. Rank hold HYG as of Q4 2020.

Copperleaf Capital reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Copperleaf Capital sold 24,152 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2020, an estimated $2.03M.
Copperleaf Capital first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and held it in 4 quarters.
Copperleaf Capital's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.12M in Q1 2020.
885 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2020.

Based on Copperleaf Capital's 13F filing for Q4 2020, filed 4 Feb 2021.