CGA
HYG icon

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

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Morgan Stanley
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JSTA
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Goldman Sachs
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Jane Street
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AssetMark Inc
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NI
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return