Elevation Wealth Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Elevation Wealth Partners’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 Q3	–	Sell	-36,058	Closed	-$2.78M	–	514
2024 Q2	$2.78M	Buy	36,058 +6,750	+23%	+$519K	1.32%	20
2024 Q1	$2.28M	Buy	29,308 +17,343	+145%	+$1.34M	1.14%	23
2023 Q4	$882K	Buy	+11,965	New	+$892K	0.53%	38

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Elevation Wealth Partners's HYG Position: Q3 2024 in Review

Elevation Wealth Partners sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2024, closing a stake of 36,058 shares — an estimated $2.78M sold.

Elevation Wealth Partners first reported a position in HYG in Q4 2023 and held it in 3 quarters. The position peaked at $2.78M in Q2 2024. 893 funds tracked by Wall St. Rank hold HYG as of Q3 2024.

Elevation Wealth Partners reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Elevation Wealth Partners sold 36,058 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2024, an estimated $2.78M.
Elevation Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
Elevation Wealth Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.78M in Q2 2024.
893 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2024.

Based on Elevation Wealth Partners's 13F filing for Q3 2024, filed 4 Oct 2024.