Financial Life Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Financial Life Advisors’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	-12,463	Closed	-$969K	–	59
2024 Q1	$969K	Sell	12,463 -9,462	-43%	-$731K	0.41%	25
2023 Q4	$1.7M	Sell	21,925 -19,627	-47%	-$1.46M	0.73%	23
2023 Q3	$3.06M	Sell	41,552 -1,296	-3%	-$96.8K	1.32%	19
2023 Q2	$3.22M	Sell	42,848 -9,028	-17%	-$674K	1.34%	19
2023 Q1	$3.92M	Buy	51,876 +4,638	+10%	+$347K	1.69%	19
2022 Q4	$3.48M	Buy	47,238 +16,273	+53%	+$1.2M	1.6%	16
2022 Q3	$2.21M	Buy	+30,965	New	+$2.34M	1.11%	19

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 $4.81B AUM 4.62% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

Financial Life Advisors's HYG Position: Q2 2024 in Review

Financial Life Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2024, closing a stake of 12,463 shares — an estimated $969K sold.

Financial Life Advisors first reported a position in HYG in Q3 2022 and held it in 7 quarters. The position peaked at $3.92M in Q1 2023. 893 funds tracked by Wall St. Rank hold HYG as of Q2 2024.

Financial Life Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Financial Life Advisors sold 12,463 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2024, an estimated $969K.
Financial Life Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2022 and held it in 7 quarters.
Financial Life Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.92M in Q1 2023.
893 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2024.

Based on Financial Life Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.