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

Executive 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
2021 Q2	–	Sell	-2,701	Closed	-$235K	–	198
2021 Q1	$235K	Buy	2,701 +13	+0.5%	+$1.13K	0.03%	172
2020 Q4	$234K	Buy	+2,688	New	+$230K	0.03%	157
2019 Q3	–	Sell	-1,791	Closed	-$156K	–	420
2019 Q2	$156K	Buy	1,791 +15	+0.8%	+$1.29K	0.02%	176
2019 Q1	$154K	Sell	1,776 -146	-8%	-$12.4K	0.03%	166
2018 Q4	$156K	Buy	+1,922	New	+$161K	0.03%	157

Other funds holding HYG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Executive Wealth Management's HYG Position: Q2 2021 in Review

Executive Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2021, closing a stake of 2,701 shares — an estimated $235K sold.

Executive Wealth Management first reported a position in HYG in Q4 2018 and held it in 5 quarters. The position peaked at $235K in Q1 2021. 901 funds tracked by Wall St. Rank hold HYG as of Q2 2021.

Executive Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Executive Wealth Management sold 2,701 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2021, an estimated $235K.
Executive Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and held it in 5 quarters.
Executive Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $235K in Q1 2021.
901 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2021.

Based on Executive Wealth Management's 13F filing for Q2 2021, filed 26 Jul 2021.