EFG Asset Management (Americas)’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

EFG Asset Management (Americas)’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
2022 Q3	–	Sell	-2,770	Closed	-$204K	–	139
2022 Q2	$204K	Hold	2,770	–	–	0.05%	128
2022 Q1	$228K	Sell	2,770 -781	-22%	-$65.3K	0.04%	131
2021 Q4	$309K	Sell	3,551 -270	-7%	-$23.4K	0.05%	126
2021 Q3	$334K	Sell	3,821 -199	-5%	-$17.5K	0.06%	126
2021 Q2	$354K	Sell	4,020 -581	-13%	-$50.7K	0.07%	125
2021 Q1	$401K	Buy	4,601 +1,495	+48%	+$130K	0.08%	117
2020 Q4	$271K	Sell	3,106 -1,509	-33%	-$129K	0.06%	125
2020 Q3	$387K	Buy	+4,615	New	+$388K	0.09%	112
2020 Q2	–	Sell	-2,610	Closed	-$201K	–	127
2020 Q1	$201K	Sell	2,610 -567	-18%	-$47.9K	0.06%	116
2019 Q4	$279K	Buy	+3,177	New	+$276K	0.07%	114
2019 Q3	–	Sell	-3,735	Closed	-$326K	–	118
2019 Q2	$326K	Sell	3,735 -863	-19%	-$74.5K	0.09%	106
2019 Q1	$398K	Sell	4,598 -57	-1%	-$4.84K	0.12%	99
2018 Q4	$378K	Buy	+4,655	New	+$390K	0.14%	90
2016 Q4	–	Sell	-753	Closed	-$66K	–	113
2016 Q3	$66K	Buy	+753	New	+$64.8K	0.03%	109
2015 Q1	–	Sell	-800	Closed	-$72K	–	178
2014 Q4	$72K	Buy	+800	New	+$72.8K	0.04%	138
2014 Q3	–	Sell	-560	Closed	-$53K	–	113
2014 Q2	$53K	Hold	560	–	–	0.05%	71
2014 Q1	$53K	Sell	560 -2,938	-84%	-$276K	0.04%	72
2013 Q4	$325K	Buy	+3,498	New	+$325K	0.29%	21

Other funds holding HYG

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EFG Asset Management (Americas)'s HYG Position: Q3 2022 in Review

EFG Asset Management (Americas) sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2022, closing a stake of 2,770 shares — an estimated $204K sold.

EFG Asset Management (Americas) first reported a position in HYG in Q4 2013 and held it in 18 quarters. The position peaked at $401K in Q1 2021. 782 funds tracked by Wall St. Rank hold HYG as of Q3 2022.

EFG Asset Management (Americas) reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
EFG Asset Management (Americas) sold 2,770 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2022, an estimated $204K.
EFG Asset Management (Americas) first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2013 and held it in 18 quarters.
EFG Asset Management (Americas)'s iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $401K in Q1 2021.
782 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2022.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2022, filed 7 Nov 2022.