Glassman Wealth Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Glassman Wealth 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
2021 Q3	–	Sell	-4	Closed	–	–	1694
2021 Q2	$0	Hold	4	–	–	﹤0.01%	1548
2021 Q1	$0	Hold	4	–	–	﹤0.01%	1508
2020 Q4	$0	Hold	4	–	–	﹤0.01%	1433
2020 Q3	$0	Hold	4	–	–	﹤0.01%	1404
2020 Q2	$0	Hold	4	–	–	﹤0.01%	1363
2020 Q1	$0	Hold	4	–	–	﹤0.01%	1319
2019 Q4	$0	Hold	4	–	–	﹤0.01%	1310
2019 Q3	$0	Hold	4	–	–	﹤0.01%	1191
2019 Q2	$0	Hold	4	–	–	﹤0.01%	1204
2019 Q1	$0	Hold	4	–	–	﹤0.01%	1112
2018 Q4	$0	Hold	4	–	–	﹤0.01%	866
2018 Q3	$0	Hold	4	–	–	﹤0.01%	874
2018 Q2	$0	Hold	4	–	–	﹤0.01%	862
2018 Q1	$0	Sell	4 -8	-67%	-$691	﹤0.01%	813
2017 Q4	$1K	Buy	+12	New	+$1.05K	﹤0.01%	574
2016 Q4	–	Sell	-341	Closed	-$30K	–	664
2016 Q3	$30K	Buy	+341	New	+$29.3K	0.03%	185

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Glassman Wealth Services's HYG Position: Q3 2021 in Review

Glassman Wealth Services sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2021, closing a stake of 4 shares.

Glassman Wealth Services first reported a position in HYG in Q3 2016 and held it in 16 quarters. The position peaked at $30K in Q3 2016. 882 funds tracked by Wall St. Rank hold HYG as of Q3 2021.

Glassman Wealth Services reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Glassman Wealth Services sold 4 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2021.
Glassman Wealth Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2016 and held it in 16 quarters.
Glassman Wealth Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $30K in Q3 2016.
882 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2021.

Based on Glassman Wealth Services's 13F filing for Q3 2021, filed 10 Nov 2021.