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Coulter & Justus Financial Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Coulter & Justus Financial Services’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
2024
Q1 		$544K Buy
+6,995
New +$541K 0.12% 64

Other funds holding HYG

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Coulter & Justus Financial Services's HYG Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2024: 6,995 shares worth $544K. The stake represents 0.12% of the portfolio and ranks #64 among its holdings.

910 funds tracked by Wall St. Rank hold HYG as of Q1 2024.

  • Coulter & Justus Financial Services held 6,995 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $544K as of Q1 2024.
  • iShares iBoxx $ High Yield Corporate Bond ETF was a new Coulter & Justus Financial Services position in Q1 2024.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.12% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #64 holding.
  • 910 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.