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First Personal Financial Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

First Personal Financial Services’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
Q3 		$482 Hold
6
– – ﹤0.01% 402
2024
Q2 		$463 Hold
6
– – ﹤0.01% 347
2024
Q1 		$467 Buy
+6
New +$464 ﹤0.01% 351

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Personal Financial Services's HYG Position: Q3 2024 in Review

First Personal Financial Services held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q3 2024 at 6 shares worth $482. The position accounts for ﹤0.01% of the portfolio, ranked #402.

First Personal Financial Services first reported a position in HYG in Q1 2024 and has held it in 3 quarters since. 892 funds tracked by Wall St. Rank hold HYG as of Q3 2024.

  • First Personal Financial Services held 6 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $482 as of Q3 2024.
  • First Personal Financial Services left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q3 2024.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #402 holding.
  • First Personal Financial Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2024 and has held it in 3 quarters since.
  • 892 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.