Goodwin Investment Advisory’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Goodwin Investment Advisory’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 Q3	–	Sell	-37	Closed	-$2.78K	–	82
2023 Q2	$2.78K	Buy	+37	New	+$2.76K	﹤0.01%	80
2022 Q1	–	Sell	-17	Closed	-$1K	–	212
2021 Q4	$1K	Sell	17 -135	-89%	-$11.7K	﹤0.01%	170
2021 Q3	$13K	Sell	152 -73	-32%	-$6.4K	0.01%	109
2021 Q2	$20K	Hold	225	–	–	0.02%	99
2021 Q1	$20K	Hold	225	–	–	0.02%	106
2020 Q4	$20K	Buy	+225	New	+$19.3K	0.02%	62

Other funds holding HYG

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Goodwin Investment Advisory's HYG Position: Q3 2023 in Review

Goodwin Investment Advisory sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2023, closing a stake of 37 shares — an estimated $2.78K sold.

Goodwin Investment Advisory first reported a position in HYG in Q4 2020 and held it in 6 quarters. The position peaked at $20K in Q2 2021. 851 funds tracked by Wall St. Rank hold HYG as of Q3 2023.

Goodwin Investment Advisory reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Goodwin Investment Advisory sold 37 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2023, an estimated $2.78K.
Goodwin Investment Advisory first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
Goodwin Investment Advisory's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $20K in Q2 2021.
851 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2023.

Based on Goodwin Investment Advisory's 13F filing for Q3 2023, filed 7 Nov 2023.