CVA Family Office’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

CVA Family Office’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 Q3	–	Sell	-760	Closed	-$58.6K	–	1305
2024 Q2	$58.6K	Hold	760	–	–	0.01%	465
2024 Q1	$59.1K	Hold	760	–	–	0.01%	458
2023 Q4	$58.8K	Buy	+760	New	+$56.7K	0.01%	441
2022 Q2	–	Sell	-121	Closed	-$10K	–	940
2022 Q1	$10K	Buy	121 +1	+0.8%	+$84	﹤0.01%	680
2021 Q4	$10K	Buy	120 +7	+6%	+$607	﹤0.01%	646
2021 Q3	$10K	Sell	113 -4	-3%	-$351	0.01%	297
2021 Q2	$10K	Buy	117 +1	+0.9%	+$87	﹤0.01%	648
2021 Q1	$10K	Buy	116 +1	+0.9%	+$87	﹤0.01%	529
2020 Q4	$10K	Buy	115 +2	+2%	+$171	0.01%	299
2020 Q3	$10K	Buy	113 +1	+0.9%	+$84	0.01%	297
2020 Q2	$9K	Buy	112 +1	+0.9%	+$81	0.01%	265
2020 Q1	$9K	Buy	+111	New	+$9.38K	0.01%	243

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

CVA Family Office's HYG Position: Q3 2024 in Review

CVA Family Office sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2024, closing a stake of 760 shares — an estimated $58.6K sold.

CVA Family Office first reported a position in HYG in Q1 2020 and held it in 12 quarters. The position peaked at $59.1K in Q1 2024. 894 funds tracked by Wall St. Rank hold HYG as of Q3 2024.

CVA Family Office reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
CVA Family Office sold 760 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2024, an estimated $58.6K.
CVA Family Office first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2020 and held it in 12 quarters.
CVA Family Office's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $59.1K in Q1 2024.
894 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2024.

Based on CVA Family Office's 13F filing for Q3 2024, filed 10 Oct 2024.