DCF Advisers’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

DCF Advisers’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
2022 Q4	–	Sell	-17,500	Closed	-$1.25M	–	75
2022 Q3	$1.25M	Buy	+17,500	New	+$1.32M	0.81%	36

Other funds holding HYG

CCMG

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

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

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

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

JSTA

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

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DCF Advisers's HYG Position: Q4 2022 in Review

DCF Advisers sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2022, closing a stake of 17,500 shares — an estimated $1.25M sold.

DCF Advisers first reported a position in HYG in Q3 2022 and held it in 1 quarter. The position peaked at $1.25M in Q3 2022. 896 funds tracked by Wall St. Rank hold HYG as of Q4 2022.

DCF Advisers reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
DCF Advisers sold 17,500 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2022, an estimated $1.25M.
DCF Advisers first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2022 and held it in 1 quarter.
DCF Advisers's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.25M in Q3 2022.
896 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2022.

Based on DCF Advisers's 13F filing for Q4 2022, filed 13 Feb 2023.