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

Forum Financial 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
2022
Q2 		– Sell
-2,753
Closed -$226K – 613
2022
Q1 		$226K Hold
2,753
– – 0.01% 514
2021
Q4 		$240K Buy
+2,753
New +$239K 0.01% 529

Other funds holding HYG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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 $1.57B AUM 15.23% 1-Year Est. Return

Forum Financial Management's HYG Position: Q2 2022 in Review

Forum Financial Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2022, closing a stake of 2,753 shares — an estimated $226K sold.

Forum Financial Management first reported a position in HYG in Q4 2021 and held it in 2 quarters. The position peaked at $240K in Q4 2021. 789 funds tracked by Wall St. Rank hold HYG as of Q2 2022.

  • Forum Financial Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Forum Financial Management sold 2,753 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2022, an estimated $226K.
  • Forum Financial Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Forum Financial Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $240K in Q4 2021.
  • 789 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2022.

Based on Forum Financial Management's 13F filing for Q2 2022, filed 15 Aug 2022.