First National Bank of South Miami’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

First National Bank of South Miami’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
2022 Q2	–	Sell	-182	Closed	-$15K	–	316
2022 Q1	$15K	Hold	182	–	–	0.01%	269
2021 Q4	$16K	Sell	182 -144	-44%	-$12.5K	0.01%	281
2021 Q3	$29K	Sell	326 -55	-14%	-$4.82K	0.02%	241
2021 Q2	$34K	Sell	381 -525	-58%	-$45.8K	0.02%	228
2021 Q1	$79K	Hold	906	–	–	0.06%	165
2020 Q4	$79K	Buy	906 +69	+8%	+$5.91K	0.07%	162
2020 Q3	$70K	Buy	837 +78	+10%	+$6.57K	0.07%	160
2020 Q2	$62K	Buy	759 +30	+4%	+$2.42K	0.07%	152
2020 Q1	$56K	Sell	729 -21	-3%	-$1.77K	0.07%	148
2019 Q4	$66K	Buy	750 +91	+14%	+$7.92K	0.07%	155
2019 Q3	$57K	Hold	659	–	–	0.05%	166
2019 Q2	$57K	Sell	659 -16	-2%	-$1.38K	0.05%	171
2019 Q1	$58K	Sell	675 -10	-1%	-$849	0.06%	169
2018 Q4	$58K	Buy	+685	New	+$57.3K	0.06%	172

Other funds holding HYG

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return

First National Bank of South Miami's HYG Position: Q2 2022 in Review

First National Bank of South Miami sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2022, closing a stake of 182 shares — an estimated $15K sold.

First National Bank of South Miami first reported a position in HYG in Q4 2018 and held it in 14 quarters. The position peaked at $79K in Q1 2021. 789 funds tracked by Wall St. Rank hold HYG as of Q2 2022.

First National Bank of South Miami reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
First National Bank of South Miami sold 182 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2022, an estimated $15K.
First National Bank of South Miami first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and held it in 14 quarters.
First National Bank of South Miami's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $79K in Q1 2021.
789 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2022.

Based on First National Bank of South Miami's 13F filing for Q2 2022, filed 13 Jul 2022.