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Donoghue Forlines’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Donoghue Forlines’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
2024
Q4 		– Sell
-62,393
Closed -$5.01M – 174
2024
Q3 		$5.01M Sell
62,393
-1,745
-3% -$137K 1.43% 8
2024
Q2 		$4.95M Sell
64,138
-10,973
-15% -$844K 1.41% 9
2024
Q1 		$5.84M Buy
75,111
+320
+0.4% +$24.7K 1.66% 7
2023
Q4 		$5.79M Buy
74,791
+59,481
+389% +$4.43M 1.81% 7
2023
Q3 		$1.13M Sell
15,310
-60,720
-80% -$4.53M 0.4% 85
2023
Q2 		$5.71M Sell
76,030
-6,579
-8% -$491K 1.79% 9
2023
Q1 		$6.24M Buy
82,609
+66,158
+402% +$4.96M 2.25% 10
2022
Q4 		$1.21M Sell
16,451
-1,391
-8% -$103K 0.43% 73
2022
Q3 		$1.27M Buy
17,842
+3,443
+24% +$260K 0.46% 19
2022
Q2 		$1.06M Sell
14,399
-7,106
-33% -$553K 0.28% 80
2022
Q1 		$1.77M Sell
21,505
-201,704
-90% -$16.9M 0.38% 57
2021
Q4 		$19.4M Buy
223,209
+20,622
+10% +$1.79M 3.28% 7
2021
Q3 		$17.7M Sell
202,587
-18,908
-9% -$1.66M 3.43% 6
2021
Q2 		$19.5M Buy
221,495
+23,608
+12% +$2.06M 3.64% 3
2021
Q1 		$17.3M Sell
197,887
-55,385
-22% -$4.82M 3.35% 3
2020
Q4 		$22.1M Buy
253,272
+216,878
+596% +$18.6M 4.27% 2
2020
Q3 		$3.05M Buy
36,394
+1,553
+4% +$131K 0.84% 21
2020
Q2 		$2.84M Buy
+34,841
New +$2.81M 0.74% 19
2020
Q1 		– Sell
-36,624
Closed -$3.22M – 98
2019
Q4 		$3.22M Sell
36,624
-4,305
-11% -$375K 0.5% 62
2019
Q3 		$3.57M Sell
40,929
-4,988
-11% -$433K 0.51% 66
2019
Q2 		$4M Buy
45,917
+1,366
+3% +$118K 0.47% 68
2019
Q1 		$3.85M Buy
+44,551
New +$3.78M 0.38% 20
2018
Q4 		– Sell
-214,070
Closed -$18.5M – 83
2018
Q3 		$18.5M Buy
214,070
+39,521
+23% +$3.4M 1.44% 8
2018
Q2 		$14.9M Buy
174,549
+132,272
+313% +$11.3M 1.23% 56
2018
Q1 		$3.62M Sell
42,277
-268,223
-86% -$23.2M 0.31% 65
2017
Q4 		$27.1M Buy
310,500
+179,495
+137% +$15.8M 2.05% 4
2017
Q3 		$11.6M Buy
+131,005
New +$11.6M 1.23% 50

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Donoghue Forlines's HYG Position: Q4 2024 in Review

Donoghue Forlines sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2024, closing a stake of 62,393 shares — an estimated $5.01M sold.

Donoghue Forlines first reported a position in HYG in Q3 2017 and held it in 27 quarters. The position peaked at $27.1M in Q4 2017. 983 funds tracked by Wall St. Rank hold HYG as of Q4 2024.

  • Donoghue Forlines reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Donoghue Forlines sold 62,393 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2024, an estimated $5.01M.
  • Donoghue Forlines first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2017 and held it in 27 quarters.
  • Donoghue Forlines's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $27.1M in Q4 2017.
  • 983 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2024.

Based on Donoghue Forlines's 13F filing for Q4 2024, filed 17 Jan 2025.