GDS Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

GDS Wealth 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
2024 Q3	–	Sell	-2,677	Closed	-$207K	–	170
2024 Q2	$207K	Sell	2,677 -682	-20%	-$52.4K	0.02%	133
2024 Q1	$261K	Sell	3,359 -408	-11%	-$31.5K	0.03%	117
2023 Q4	$292K	Sell	3,767 -916	-20%	-$68.3K	0.04%	108
2023 Q3	$345K	Sell	4,683 -303	-6%	-$22.6K	0.05%	94
2023 Q2	$374K	Sell	4,986 -494	-9%	-$36.9K	0.06%	92
2023 Q1	$414K	Sell	5,480 -791	-13%	-$59.3K	0.07%	85
2022 Q4	$462K	Sell	6,271 -459	-7%	-$33.8K	0.09%	84
2022 Q3	$480K	Sell	6,730 -307	-4%	-$23.2K	0.11%	71
2022 Q2	$518K	Sell	7,037 -1,643	-19%	-$128K	0.12%	69
2022 Q1	$695K	Sell	8,680 -124	-1%	-$10.4K	0.15%	66
2021 Q4	$766K	Buy	+8,804	New	+$764K	0.17%	62

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

GDS Wealth Management's HYG Position: Q3 2024 in Review

GDS Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2024, closing a stake of 2,677 shares — an estimated $207K sold.

GDS Wealth Management first reported a position in HYG in Q4 2021 and held it in 11 quarters. The position peaked at $766K in Q4 2021. 892 funds tracked by Wall St. Rank hold HYG as of Q3 2024.

GDS Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
GDS Wealth Management sold 2,677 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2024, an estimated $207K.
GDS Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and held it in 11 quarters.
GDS Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $766K in Q4 2021.
892 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2024.

Based on GDS Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.