Evolution Advisers’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Evolution Advisers’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	-7	Closed	–	–	220
2023 Q3	$0	Hold	7	–	–	﹤0.01%	144
2023 Q2	$0	Hold	7	–	–	﹤0.01%	156
2023 Q1	$0	Sell	7 -473	-99%	-$35.4K	﹤0.01%	148
2022 Q4	$35K	Buy	480 +473	+6,757%	+$34.9K	0.03%	78
2022 Q3	$0	Hold	7	–	–	﹤0.01%	141
2022 Q2	$0	Hold	7	–	–	﹤0.01%	140
2022 Q1	$0	Buy	+7	New	+$585	﹤0.01%	152

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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

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

JSTA

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

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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Evolution Advisers's HYG Position: Q4 2023 in Review

Evolution Advisers sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2023, closing a stake of 7 shares.

Evolution Advisers first reported a position in HYG in Q1 2022 and held it in 7 quarters. The position peaked at $35K in Q4 2022. 929 funds tracked by Wall St. Rank hold HYG as of Q4 2023.

Evolution Advisers reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Evolution Advisers sold 7 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2023.
Evolution Advisers first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2022 and held it in 7 quarters.
Evolution Advisers's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $35K in Q4 2022.
929 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2023.

Based on Evolution Advisers's 13F filing for Q4 2023, filed 2 Feb 2024.