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Epstein & White Financial’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Epstein & White Financial’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
Q2 		$405K Buy
4,605
+9
+0.2% +$786 0.11% 49
2021
Q1 		$400K Buy
4,596
+384
+9% +$33.4K 0.12% 43
2020
Q4 		$367K Sell
4,212
-329
-7% -$28.2K 0.11% 46
2020
Q3 		$381K Sell
4,541
-1,327
-23% -$112K 0.14% 36
2020
Q2 		$481K Sell
5,868
-442
-7% -$35.6K 0.18% 29
2020
Q1 		$487K Sell
6,310
-1,263
-17% -$107K 0.2% 37
2019
Q4 		$664K Sell
7,573
-649
-8% -$56.5K 0.29% 34
2019
Q3 		$716K Sell
8,222
-1,053
-11% -$91.5K 0.35% 32
2019
Q2 		$804K Sell
9,275
-1,691
-15% -$146K 0.43% 25
2019
Q1 		$946K Buy
10,966
+1,772
+19% +$150K 0.54% 18
2018
Q4 		$747K Sell
9,194
-6,322
-41% -$529K 0.47% 18
2018
Q3 		$1.34M Sell
15,516
-5,955
-28% -$512K 0.88% 10
2018
Q2 		$1.83M Sell
21,471
-21,309
-50% -$1.83M 1.36% 10
2018
Q1 		$3.68M Sell
42,780
-5,387
-11% -$465K 2.36% 7
2017
Q4 		$4.22M Buy
+48,167
New +$4.23M 2.44% 9

Other funds holding HYG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Epstein & White Financial's HYG Position: Q2 2021 in Review

Epstein & White Financial increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.2% in Q2 2021, buying an estimated $786 and bringing the position to 4,605 shares worth $405K. The position accounts for 0.11% of the portfolio, ranked #49.

Epstein & White Financial first reported a position in HYG in Q4 2017 and has held it in 15 quarters since. The position peaked at $4.22M in Q4 2017. 900 funds tracked by Wall St. Rank hold HYG as of Q2 2021.

  • Epstein & White Financial held 4,605 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $405K as of Q2 2021.
  • Epstein & White Financial bought 9 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2021, an estimated $786.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.11% of Epstein & White Financial's portfolio in Q2 2021, its #49 holding.
  • Epstein & White Financial first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and has held it in 15 quarters since.
  • Epstein & White Financial's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.22M in Q4 2017.
  • 900 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.