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

Emerson Wealth’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 Q2	$367K	Buy	28,870 +207	+0.7%	+$16.1K	0.24%	17
2022 Q1	$402K	Buy	28,663 +1,859	+7%	+$155K	0.22%	16
2021 Q4	$395K	Sell	26,804 -714	-3%	-$61.9K	0.21%	17
2021 Q3	$403K	Buy	27,518 +1,746	+7%	+$153K	0.22%	16
2021 Q2	$376K	Buy	25,772 +382	+2%	+$33.3K	0.21%	17
2021 Q1	$364K	Buy	25,390 +409	+2%	+$35.6K	0.22%	17
2020 Q4	$356K	Sell	24,981 -3,699	-13%	-$317K	0.21%	18
2020 Q3	$387K	Buy	28,680 +238	+0.8%	+$20K	0.26%	17
2020 Q2	$369K	Sell	28,442 -31	-0.1%	-$2.5K	0.26%	17
2020 Q1	$345K	Buy	28,473 +127	+0.4%	+$10.7K	0.31%	19
2019 Q4	$388K	Buy	28,346 +1,978	+8%	+$172K	0.26%	18
2019 Q3	$353K	Sell	26,368 -2,218	-8%	-$193K	0.26%	17
2019 Q2	$529K	Buy	28,586 +26,263	+1,131%	+$2.27M	0.39%	17
2019 Q1	$201K	Sell	2,323 -2,733	-54%	-$232K	0.15%	28
2018 Q4	$410K	Buy	+5,056	New	+$423K	0.4%	17

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Emerson Wealth's HYG Position: Q2 2022 in Review

Emerson Wealth increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.72% in Q2 2022, buying an estimated $16.1K and bringing the position to 28,870 shares worth $367K. The position accounts for 0.24% of the portfolio, ranked #17.

Emerson Wealth first reported a position in HYG in Q4 2018 and has held it in 15 quarters since. The position peaked at $529K in Q2 2019. 789 funds tracked by Wall St. Rank hold HYG as of Q2 2022.

Emerson Wealth held 28,870 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $367K as of Q2 2022.
Emerson Wealth bought 207 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2022, an estimated $16.1K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.24% of Emerson Wealth's portfolio in Q2 2022, its #17 holding.
Emerson Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and has held it in 15 quarters since.
Emerson Wealth's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $529K in Q2 2019.
789 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2022.

Based on Emerson Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.