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

Founders Financial Securities’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
2023 Q1	–	Sell	-6,924	Closed	-$510K	–	325
2022 Q4	$510K	Buy	+6,924	New	+$510K	0.08%	193
2022 Q1	–	Sell	-36,502	Closed	-$3.18M	–	268
2021 Q4	$3.18M	Buy	36,502 +2,652	+8%	+$230K	0.57%	38
2021 Q3	$2.96M	Sell	33,850 -315	-0.9%	-$27.6K	0.6%	39
2021 Q2	$3.01M	Buy	34,165 +1,964	+6%	+$171K	0.6%	33
2021 Q1	$2.81M	Sell	32,201 -296	-0.9%	-$25.8K	0.65%	31
2020 Q4	$2.84M	Buy	32,497 +8,186	+34%	+$701K	0.68%	34
2020 Q3	$2.04M	Buy	24,311 +2,236	+10%	+$188K	0.65%	32
2020 Q2	$1.8M	Buy	22,075 +12,652	+134%	+$1.02M	0.58%	41
2020 Q1	$726K	Sell	9,423 -11,178	-54%	-$944K	0.27%	54
2019 Q4	$1.81M	Buy	20,601 +1,715	+9%	+$149K	0.61%	37
2019 Q3	$1.65M	Buy	18,886 +766	+4%	+$66.5K	0.53%	41
2019 Q2	$1.58M	Buy	18,120 +1,402	+8%	+$121K	0.52%	37
2019 Q1	$1.45M	Buy	16,718 +5,149	+45%	+$437K	0.46%	40
2018 Q4	$938K	Sell	11,569 -616	-5%	-$51.6K	0.34%	47
2018 Q3	$1.05M	Sell	12,185 -319	-3%	-$27.4K	0.29%	49
2018 Q2	$1.06M	Sell	12,504 -30,650	-71%	-$2.63M	0.33%	47
2018 Q1	$3.7M	Buy	43,154 +3,238	+8%	+$280K	1.2%	24
2017 Q4	$3.48M	Buy	39,916 +3,616	+10%	+$317K	1.16%	24
2017 Q3	$3.22M	Buy	36,300 +3,438	+10%	+$303K	1.15%	26
2017 Q2	$2.9M	Sell	32,862 -5,097	-13%	-$449K	1.1%	25
2017 Q1	$3.33M	Buy	37,959 +9,002	+31%	+$786K	1.27%	21
2016 Q4	$2.51M	Buy	+28,957	New	+$2.49M	1.04%	23

Other funds holding HYG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

Founders Financial Securities's HYG Position: Q1 2023 in Review

Founders Financial Securities sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2023, closing a stake of 6,924 shares — an estimated $510K sold.

Founders Financial Securities first reported a position in HYG in Q4 2016 and held it in 22 quarters. The position peaked at $3.7M in Q1 2018. 838 funds tracked by Wall St. Rank hold HYG as of Q1 2023.

Founders Financial Securities reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Founders Financial Securities sold 6,924 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2023, an estimated $510K.
Founders Financial Securities first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2016 and held it in 22 quarters.
Founders Financial Securities's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.7M in Q1 2018.
838 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2023.

Based on Founders Financial Securities's 13F filing for Q1 2023, filed 4 May 2023.