Elevated Capital Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$1.6M Buy
+19,465
New +$1.63M 0.53% 53
2021
Q3
$1.38M Buy
+15,747
New +$1.38M 0.48% 60
2021
Q1
$551K Sell
6,333
-403
-6% -$35.1K 0.21% 123
2020
Q4
$588K Buy
6,736
+601
+10% +$51.5K 0.25% 114
2020
Q3
$526K Sell
6,135
-82
-1% -$6.9K 0.25% 115
2020
Q2
$530K Buy
+6,217
New +$501K 0.25% 120

Other funds holding HYG

Elevated Capital Advisors's HYG Position: Q1 2022 in Review

Elevated Capital Advisors opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2022: 19,465 shares worth $1.6M. The stake represents 0.53% of the portfolio and ranks #53 among its holdings. This is a return to the name: Elevated Capital Advisors previously reported a position in HYG as recently as Q3 2021.

Elevated Capital Advisors first reported a position in HYG in Q2 2020 and has held it in 6 quarters since. 877 funds tracked by Wall St. Rank hold HYG as of Q1 2022.

  • Elevated Capital Advisors held 19,465 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.6M as of Q1 2022.
  • iShares iBoxx $ High Yield Corporate Bond ETF was a new Elevated Capital Advisors position in Q1 2022.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.53% of Elevated Capital Advisors's portfolio in Q1 2022, its #53 holding.
  • Elevated Capital Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2020 and has held it in 6 quarters since.
  • 877 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2022.

Based on Elevated Capital Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.