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De Burlo Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

De Burlo 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
2022
Q4 		– Sell
-150
Closed -$10.7K – 132
2022
Q3 		$10.7K Buy
+150
New +$11.3K ﹤0.01% 145

Other funds holding HYG

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

De Burlo Group's HYG Position: Q4 2022 in Review

De Burlo Group sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2022, closing a stake of 150 shares — an estimated $10.7K sold.

De Burlo Group first reported a position in HYG in Q3 2022 and held it in 1 quarter. The position peaked at $10.7K in Q3 2022. 896 funds tracked by Wall St. Rank hold HYG as of Q4 2022.

  • De Burlo Group reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • De Burlo Group sold 150 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2022, an estimated $10.7K.
  • De Burlo Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2022 and held it in 1 quarter.
  • De Burlo Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $10.7K in Q3 2022.
  • 896 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2022.

Based on De Burlo Group's 13F filing for Q4 2022, filed 14 Feb 2023.