EisnerAmper Wealth Management Corporate Benefits’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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 Q1	–	Sell	-3,534	Closed	-$260K	–	55
2022 Q4	$260K	Hold	3,534	–	–	0.13%	49
2022 Q3	$252K	Sell	3,534 -80	-2%	-$6.05K	0.14%	39
2022 Q2	$266K	Sell	3,614 -19	-0.5%	-$1.48K	0.14%	40
2022 Q1	$299K	Buy	3,633 +5	+0.1%	+$418	0.14%	42
2021 Q4	$316K	Hold	3,628	–	–	0.14%	40
2021 Q3	$317K	Sell	3,628 -1	-0%	-$88	0.16%	41
2021 Q2	$319K	Hold	3,629	–	–	0.16%	41
2021 Q1	$316K	Hold	3,629	–	–	0.17%	41
2020 Q4	$317K	Buy	3,629 +1	+0%	+$86	0.18%	37
2020 Q3	$304K	Buy	3,628 +1	+0%	+$84	0.2%	37
2020 Q2	$296K	Hold	3,627	–	–	0.2%	38
2020 Q1	$280K	Hold	3,627	–	–	0.19%	31
2019 Q4	$319K	Hold	3,627	–	–	0.22%	29
2019 Q3	$316K	Sell	3,627 -113	-3%	-$9.81K	0.23%	29
2019 Q2	$326K	Sell	3,740 -46	-1%	-$3.97K	0.24%	29
2019 Q1	$327K	Hold	3,786	–	–	0.24%	34
2018 Q4	$307K	Hold	3,786	–	–	0.26%	30
2018 Q3	$327K	Buy	3,786 +26	+0.7%	+$2.23K	0.25%	31
2018 Q2	$320K	Hold	3,760	–	–	0.26%	29
2018 Q1	$322K	Hold	3,760	–	–	0.27%	30
2017 Q4	$328K	Sell	3,760 -718	-16%	-$63K	0.27%	29
2017 Q3	$397K	Hold	4,478	–	–	0.34%	25
2017 Q2	$396K	Sell	4,478 -86	-2%	-$7.57K	0.34%	26
2017 Q1	$401K	Buy	+4,564	New	+$399K	0.35%	25
2016 Q4	–	Sell	-4,532	Closed	-$393K	–	29
2016 Q3	$393K	Buy	4,532 +139	+3%	+$12K	0.34%	25
2016 Q2	$372K	Sell	4,393 -162	-4%	-$13.5K	0.34%	23
2016 Q1	$372K	Sell	4,555 -1,000	-18%	-$79.4K	0.35%	23
2015 Q4	$448K	Sell	5,555 -7,147	-56%	-$594K	0.44%	24
2015 Q3	$1.06M	Buy	12,702 +8,694	+217%	+$753K	0.75%	26
2015 Q2	$356K	Sell	4,008 -25	-0.6%	-$2.26K	0.27%	67
2015 Q1	$365K	Sell	4,033 -616	-13%	-$55.7K	0.28%	68
2014 Q4	$416K	Buy	+4,649	New	+$423K	0.33%	62

Other funds holding HYG

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

BCIM

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

EisnerAmper Wealth Management Corporate Benefits's HYG Position: Q1 2023 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2023, closing a stake of 3,534 shares — an estimated $260K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in HYG in Q4 2014 and held it in 32 quarters. The position peaked at $1.06M in Q3 2015. 839 funds tracked by Wall St. Rank hold HYG as of Q1 2023.

EisnerAmper Wealth Management Corporate Benefits reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 3,534 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2023, an estimated $260K.
EisnerAmper Wealth Management Corporate Benefits first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2014 and held it in 32 quarters.
EisnerAmper Wealth Management Corporate Benefits's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.06M in Q3 2015.
839 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q1 2023, filed 4 Apr 2023.