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DI
Disciplined Investments’s
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
Stock Holding History
Disciplined Investments’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
Q3
–
Sell
-2,322
Closed
-$174K
–
760
2023
Q2
$174K
Sell
2,322
-29
-1%
-$2.16K
0.09%
121
2023
Q1
$178K
Buy
2,351
+37
+2%
+$2.77K
0.07%
134
2022
Q4
$170K
Sell
2,314
-1,412
-38%
-$104K
0.08%
120
2022
Q3
$266K
Sell
3,726
-184
-5%
-$13.9K
0.12%
111
2022
Q2
$288K
Buy
3,910
+6
+0.2%
+$467
0.13%
113
2022
Q1
$321K
Sell
3,904
-670
-15%
-$56K
0.13%
104
2021
Q4
$398K
Buy
4,574
+37
+0.8%
+$3.21K
0.18%
91
2021
Q3
$397K
Buy
4,537
+9
+0.2%
+$789
0.19%
86
2021
Q2
$399K
Sell
4,528
-146
-3%
-$12.7K
0.2%
85
2021
Q1
$407K
Buy
4,674
+225
+5%
+$19.6K
0.24%
83
2020
Q4
$388K
Sell
4,449
-45
-1%
-$3.85K
0.26%
72
2020
Q3
$377K
Buy
4,494
+46
+1%
+$3.87K
0.28%
72
2020
Q2
$363K
Buy
4,448
+615
+16%
+$49.6K
0.28%
71
2020
Q1
$295K
Buy
3,833
+1,427
+59%
+$121K
0.28%
72
2019
Q4
$212K
Buy
+2,406
New
+$209K
0.18%
83
Other funds holding HYG
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
CCMG
Clark Capital Management Group
Philadelphia, Pennsylvania
$16.2B AUM
29.8%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
JSTA
Japan Science & Technology Agency
Tokyo, Japan
$4.81B AUM
4.62%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
NI
NYL Investors
New York
$265M AUM
3.93%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
OPAM
Ocean Park Asset Management
Santa Monica, California
$2.08B AUM
5.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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