DB Wealth Management Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

DB Wealth Management Group’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 Q4	$22.4K	Hold	289	–	–	0.01%	224
2023 Q3	$21.3K	Hold	289	–	–	0.01%	217
2023 Q2	$21.7K	Hold	289	–	–	0.01%	224
2023 Q1	$21.8K	Hold	289	–	–	0.01%	221
2022 Q4	$21.3K	Hold	289	–	–	0.01%	221
2022 Q3	$21K	Hold	289	–	–	0.02%	223
2022 Q2	$21K	Sell	289 -205	-41%	-$15.9K	0.01%	232
2022 Q1	$41K	Hold	494	–	–	0.02%	182
2021 Q4	$43K	Hold	494	–	–	0.03%	173
2021 Q3	$43K	Hold	494	–	–	0.03%	168
2021 Q2	$43K	Hold	494	–	–	0.03%	167
2021 Q1	$43K	Hold	494	–	–	0.03%	167
2020 Q4	$43K	Buy	+494	New	+$42.3K	0.03%	157

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

DB Wealth Management Group's HYG Position: Q4 2023 in Review

DB Wealth Management Group held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q4 2023 at 289 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #224.

DB Wealth Management Group first reported a position in HYG in Q4 2020 and has held it in 13 quarters since. The position peaked at $43K in Q4 2021. 929 funds tracked by Wall St. Rank hold HYG as of Q4 2023.

DB Wealth Management Group held 289 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $22.4K as of Q4 2023.
DB Wealth Management Group left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q4 2023.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #224 holding.
DB Wealth Management Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $43K in Q4 2021.
929 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.