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

Evoke 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
2023 Q4	–	Sell	-6,540	Closed	-$482K	–	202
2023 Q3	$482K	Buy	+6,540	New	+$488K	0.02%	238
2022 Q1	–	Sell	-375	Closed	-$33K	–	1208
2021 Q4	$33K	Hold	375	–	–	﹤0.01%	593
2021 Q3	$32K	Hold	375	–	–	﹤0.01%	564
2021 Q2	$33K	Hold	375	–	–	﹤0.01%	572
2021 Q1	$33K	Hold	375	–	–	﹤0.01%	508
2020 Q4	$33K	Hold	375	–	–	﹤0.01%	424
2020 Q3	$31K	Hold	375	–	–	﹤0.01%	423
2020 Q2	$31K	Hold	375	–	–	﹤0.01%	406
2020 Q1	$28.9K	Buy	+375	New	+$31.7K	﹤0.01%	389
2019 Q4	–	Sell	-375	Closed	-$32.7K	–	1324
2019 Q3	$32.7K	Buy	+375	New	+$32.6K	﹤0.01%	536

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

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

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

JSTA

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

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

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

Evoke Wealth's HYG Position: Q4 2023 in Review

Evoke Wealth sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2023, closing a stake of 6,540 shares — an estimated $482K sold.

Evoke Wealth first reported a position in HYG in Q3 2019 and held it in 10 quarters. The position peaked at $482K in Q3 2023. 929 funds tracked by Wall St. Rank hold HYG as of Q4 2023.

Evoke Wealth reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Evoke Wealth sold 6,540 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2023, an estimated $482K.
Evoke Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2019 and held it in 10 quarters.
Evoke Wealth's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $482K in Q3 2023.
929 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2023.

Based on Evoke Wealth's 13F filing for Q4 2023, filed 12 Feb 2024.