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

Financial Perspectives’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
Q3 		– Sell
-122
Closed -$10.7K – 652
2021
Q2 		$10.7K Buy
+122
New +$10.7K 0.01% 457

Other funds holding HYG

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Financial Perspectives's HYG Position: Q3 2021 in Review

Financial Perspectives sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2021, closing a stake of 122 shares — an estimated $10.7K sold.

Financial Perspectives first reported a position in HYG in Q2 2021 and held it in 1 quarter. The position peaked at $10.7K in Q2 2021. 882 funds tracked by Wall St. Rank hold HYG as of Q3 2021.

  • Financial Perspectives reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Financial Perspectives sold 122 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2021, an estimated $10.7K.
  • Financial Perspectives first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2021 and held it in 1 quarter.
  • Financial Perspectives's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $10.7K in Q2 2021.
  • 882 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2021.

Based on Financial Perspectives's 13F filing for Q3 2021, filed 10 Jan 2024.