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

Evermay Wealth Management’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	-18	Closed	-$1.39K	–	606
2024 Q2	$1.39K	Buy	+18	New	+$1.38K	﹤0.01%	557
2022 Q4	–	Sell	-189	Closed	-$13K	–	576
2022 Q3	$13K	Sell	189 -141	-43%	-$10.7K	﹤0.01%	372
2022 Q2	$24K	Sell	330 -1,060	-76%	-$82.4K	﹤0.01%	331
2022 Q1	$114K	Buy	1,390 +814	+141%	+$68.1K	0.02%	245
2021 Q4	$50K	Sell	576 -24	-4%	-$2.08K	0.01%	276
2021 Q3	$52K	Hold	600	–	–	0.01%	260
2021 Q2	$53K	Buy	+600	New	+$52.4K	0.01%	277

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Evermay Wealth Management's HYG Position: Q3 2024 in Review

Evermay Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2024, closing a stake of 18 shares — an estimated $1.39K sold.

Evermay Wealth Management first reported a position in HYG in Q2 2021 and held it in 7 quarters. The position peaked at $114K in Q1 2022. 892 funds tracked by Wall St. Rank hold HYG as of Q3 2024.

Evermay Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Evermay Wealth Management sold 18 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2024, an estimated $1.39K.
Evermay Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2021 and held it in 7 quarters.
Evermay Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $114K in Q1 2022.
892 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2024.

Based on Evermay Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.