Fernwood Investment Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Fernwood Investment 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 Q2	–	Sell	-225	Closed	-$17.5K	–	407
2024 Q1	$17.5K	Buy	+225	New	+$17.4K	0.01%	469
2018 Q4	–	Sell	-2,660	Closed	-$230K	–	157
2018 Q3	$230K	Buy	+2,660	New	+$229K	0.12%	144

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return

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

BCIM

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fernwood Investment Management's HYG Position: Q2 2024 in Review

Fernwood Investment Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2024, closing a stake of 225 shares — an estimated $17.5K sold.

Fernwood Investment Management first reported a position in HYG in Q3 2018 and held it in 2 quarters. The position peaked at $230K in Q3 2018. 893 funds tracked by Wall St. Rank hold HYG as of Q2 2024.

Fernwood Investment Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Fernwood Investment Management sold 225 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2024, an estimated $17.5K.
Fernwood Investment Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2018 and held it in 2 quarters.
Fernwood Investment Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $230K in Q3 2018.
893 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.