Crescent Grove Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Crescent Grove 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 Q2	–	Sell	-9,409	Closed	-$711K	–	299
2023 Q1	$711K	Sell	9,409 -340,155	-97%	-$25.5M	0.08%	138
2022 Q4	$25.7M	Buy	+349,564	New	+$25.8M	2.68%	8
2020 Q1	–	Sell	-13,267	Closed	-$1.17M	–	150
2019 Q4	$1.17M	Buy	+13,267	New	+$1.15M	0.2%	64
2019 Q1	–	Sell	-50,516	Closed	-$4.1M	–	157
2018 Q4	$4.1M	Buy	+50,516	New	+$4.23M	0.87%	27

Other funds holding HYG

CCMG

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

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

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

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

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

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

Crescent Grove Advisors's HYG Position: Q2 2023 in Review

Crescent Grove Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2023, closing a stake of 9,409 shares — an estimated $711K sold.

Crescent Grove Advisors first reported a position in HYG in Q4 2018 and held it in 4 quarters. The position peaked at $25.7M in Q4 2022. 861 funds tracked by Wall St. Rank hold HYG as of Q2 2023.

Crescent Grove Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Crescent Grove Advisors sold 9,409 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2023, an estimated $711K.
Crescent Grove Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and held it in 4 quarters.
Crescent Grove Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $25.7M in Q4 2022.
861 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2023.

Based on Crescent Grove Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.