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

Defined Wealth Management’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
Q1 		– Sell
-2,723
Closed -$200K – 105
2022
Q4 		$200K Buy
+2,723
New +$201K 0.19% 100

Other funds holding HYG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Defined Wealth Management's HYG Position: Q1 2023 in Review

Defined Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2023, closing a stake of 2,723 shares — an estimated $200K sold.

Defined Wealth Management first reported a position in HYG in Q4 2022 and held it in 1 quarter. The position peaked at $200K in Q4 2022. 839 funds tracked by Wall St. Rank hold HYG as of Q1 2023.

  • Defined Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Defined Wealth Management sold 2,723 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2023, an estimated $200K.
  • Defined Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Defined Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $200K in Q4 2022.
  • 839 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2023.

Based on Defined Wealth Management's 13F filing for Q1 2023, filed 21 Apr 2023.