Core Wealth Advisors (Florida)’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Core Wealth Advisors (Florida)’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 Q2	–	Sell	-175	Closed	-$14K	–	226
2022 Q1	$14K	Hold	175	–	–	0.01%	133
2021 Q4	$15K	Hold	175	–	–	0.01%	140
2021 Q3	$15K	Hold	175	–	–	0.01%	121
2021 Q2	$15K	Buy	+175	New	+$15.3K	0.01%	115

Other funds holding HYG

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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Core Wealth Advisors (Florida)'s HYG Position: Q2 2022 in Review

Core Wealth Advisors (Florida) sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2022, closing a stake of 175 shares — an estimated $14K sold.

Core Wealth Advisors (Florida) first reported a position in HYG in Q2 2021 and held it in 4 quarters. The position peaked at $15K in Q4 2021. 788 funds tracked by Wall St. Rank hold HYG as of Q2 2022.

Core Wealth Advisors (Florida) reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 175 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2022, an estimated $14K.
Core Wealth Advisors (Florida) first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2021 and held it in 4 quarters.
Core Wealth Advisors (Florida)'s iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $15K in Q4 2021.
788 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2022.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2022, filed 12 Aug 2022.