D'Orazio & Associates’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

D'Orazio & Associates’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
2021 Q4	–	Sell	-220	Closed	-$19K	–	368
2021 Q3	$19K	Hold	220	–	–	﹤0.01%	409
2021 Q2	$19K	Buy	+220	New	+$19.2K	﹤0.01%	256
2017 Q4	–	Sell	-149	Closed	-$13K	–	332
2017 Q3	$13K	Hold	149	–	–	﹤0.01%	186
2017 Q2	$13K	Hold	149	–	–	0.01%	218
2017 Q1	$13K	Hold	149	–	–	0.01%	205
2016 Q4	$13K	Sell	149 -57	-28%	-$4.91K	0.01%	186
2016 Q3	$17K	Hold	206	–	–	0.01%	175
2016 Q2	$17K	Sell	206 -94	-31%	-$7.81K	0.01%	182
2016 Q1	$24K	Buy	+300	New	+$23.8K	0.01%	161

Other funds holding HYG

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

D'Orazio & Associates's HYG Position: Q4 2021 in Review

D'Orazio & Associates sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2021, closing a stake of 220 shares — an estimated $19K sold.

D'Orazio & Associates first reported a position in HYG in Q1 2016 and held it in 9 quarters. The position peaked at $24K in Q1 2016. 950 funds tracked by Wall St. Rank hold HYG as of Q4 2021.

D'Orazio & Associates reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 220 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2021, an estimated $19K.
D'Orazio & Associates first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2016 and held it in 9 quarters.
D'Orazio & Associates's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $24K in Q1 2016.
950 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.