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Eagle Wealth Strategies’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Eagle Wealth Strategies’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
Q1 		– Sell
-4,367
Closed -$338K – 98
2023
Q4 		$338K Buy
+4,367
New +$326K 0.2% 62

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 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

Eagle Wealth Strategies's HYG Position: Q1 2024 in Review

Eagle Wealth Strategies sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2024, closing a stake of 4,367 shares — an estimated $338K sold.

Eagle Wealth Strategies first reported a position in HYG in Q4 2023 and held it in 1 quarter. The position peaked at $338K in Q4 2023. 910 funds tracked by Wall St. Rank hold HYG as of Q1 2024.

  • Eagle Wealth Strategies reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Eagle Wealth Strategies sold 4,367 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2024, an estimated $338K.
  • Eagle Wealth Strategies first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Eagle Wealth Strategies's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $338K in Q4 2023.
  • 910 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2024.

Based on Eagle Wealth Strategies's 13F filing for Q1 2024, filed 15 Apr 2024.