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

Emerald Advisors’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
2021 Q4	–	Sell	-20,743	Closed	-$1.81M	–	104
2021 Q3	$1.81M	Buy	20,743 +65	+0.3%	+$5.7K	0.52%	23
2021 Q2	$1.82M	Buy	20,678 +2,050	+11%	+$179K	0.57%	19
2021 Q1	$1.62M	Buy	18,628 +9,038	+94%	+$786K	0.59%	18
2020 Q4	$837K	Sell	9,590 -8,475	-47%	-$726K	0.29%	29
2020 Q3	$1.52M	Buy	18,065 +1,311	+8%	+$110K	0.58%	22
2020 Q2	$1.37M	Buy	16,754 +500	+3%	+$40.3K	0.6%	20
2020 Q1	$1.3M	Buy	16,254 +12,367	+318%	+$1.04M	0.59%	17
2019 Q4	$339K	Buy	+3,887	New	+$338K	0.32%	58

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Emerald Advisors's HYG Position: Q4 2021 in Review

Emerald Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2021, closing a stake of 20,743 shares — an estimated $1.81M sold.

Emerald Advisors first reported a position in HYG in Q4 2019 and held it in 8 quarters. The position peaked at $1.82M in Q2 2021. 951 funds tracked by Wall St. Rank hold HYG as of Q4 2021.

Emerald Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Emerald Advisors sold 20,743 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2021, an estimated $1.81M.
Emerald Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and held it in 8 quarters.
Emerald Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.82M in Q2 2021.
951 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2021.

Based on Emerald Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.