Gradient Investments’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Gradient Investments’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	-276	Closed	-$21.3K	–	762
2024 Q2	$21.3K	Buy	+276	New	+$21.2K	﹤0.01%	633
2024 Q1	–	Sell	-621	Closed	-$48.1K	–	1509
2023 Q4	$48.1K	Buy	621 +485	+357%	+$36.2K	﹤0.01%	546
2023 Q3	$10K	Buy	136 +26	+24%	+$1.94K	﹤0.01%	809
2023 Q2	$8.26K	Sell	110 -252	-70%	-$18.8K	﹤0.01%	846
2023 Q1	$27.3K	Sell	362 -9	-2%	-$674	﹤0.01%	614
2022 Q4	$27.3K	Sell	371 -250	-40%	-$18.4K	﹤0.01%	622
2022 Q3	$44K	Buy	621 +294	+90%	+$22.2K	﹤0.01%	502
2022 Q2	$24K	Sell	327 -1	-0.3%	-$78	﹤0.01%	612
2022 Q1	$27K	Sell	328 -319	-49%	-$26.7K	﹤0.01%	587
2021 Q4	$56K	Buy	647 +46	+8%	+$3.99K	﹤0.01%	462
2021 Q3	$53K	Sell	601 -1	-0.2%	-$88	﹤0.01%	474
2021 Q2	$53K	Sell	602 -134	-18%	-$11.7K	﹤0.01%	463
2021 Q1	$64K	Buy	736 +71	+11%	+$6.18K	﹤0.01%	429
2020 Q4	$56K	Hold	665	–	–	﹤0.01%	389
2020 Q3	$56K	Buy	665 +167	+34%	+$14.1K	﹤0.01%	390
2020 Q2	$41K	Sell	498 -107	-18%	-$8.62K	﹤0.01%	413
2020 Q1	$47K	Sell	605 -2	-0.3%	-$169	﹤0.01%	356
2019 Q4	$53K	Buy	607 +220	+57%	+$19.1K	﹤0.01%	386
2019 Q3	$34K	Buy	387 +303	+361%	+$26.3K	﹤0.01%	444
2019 Q2	$7K	Hold	84	–	–	﹤0.01%	725
2019 Q1	$7K	Hold	84	–	–	﹤0.01%	604
2018 Q4	$7K	Sell	84 -97	-54%	-$8.12K	﹤0.01%	651
2018 Q3	$16K	Buy	181 +16	+10%	+$1.38K	﹤0.01%	544
2018 Q2	$14K	Hold	165	–	–	﹤0.01%	548
2018 Q1	$14K	Sell	165 -191	-54%	-$16.5K	﹤0.01%	556
2017 Q4	$31K	Sell	356 -3,880	-92%	-$341K	﹤0.01%	413
2017 Q3	$376K	Buy	4,236 +2,314	+120%	+$204K	0.02%	184
2017 Q2	$170K	Buy	1,922 +433	+29%	+$38.1K	0.01%	227
2017 Q1	$131K	Buy	1,489 +964	+184%	+$84.2K	0.01%	245
2016 Q4	$45K	Sell	525 -215	-29%	-$18.5K	﹤0.01%	277
2016 Q3	$65K	Sell	740 -31	-4%	-$2.67K	0.01%	248
2016 Q2	$65K	Sell	771 -182	-19%	-$15.1K	0.01%	240
2016 Q1	$78K	Buy	953 +54	+6%	+$4.29K	0.01%	227
2015 Q4	$72K	Sell	899 -475	-35%	-$39.5K	0.01%	227
2015 Q3	$114K	Sell	1,374 -560	-29%	-$48.5K	0.02%	189
2015 Q2	$172K	Sell	1,934 -199	-9%	-$18K	0.02%	175
2015 Q1	$193K	Buy	2,133 +19	+0.9%	+$1.72K	0.03%	167
2014 Q4	$189K	Sell	2,114 -375	-15%	-$34.1K	0.03%	161
2014 Q3	$229K	Sell	2,489 -416	-14%	-$38.9K	0.04%	152
2014 Q2	$277K	Sell	2,905 -756	-21%	-$71.5K	0.05%	147
2014 Q1	$346K	Sell	3,661 -1,448	-28%	-$136K	0.08%	144
2013 Q4	$475K	Sell	5,109 -2,310	-31%	-$214K	0.13%	98
2013 Q3	$679K	Sell	7,419 -19,628	-73%	-$1.8M	0.21%	90
2013 Q2	$2.46M	Buy	+27,047	New	+$2.54M	0.92%	23

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

Gradient Investments's HYG Position: Q3 2024 in Review

Gradient Investments sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2024, closing a stake of 276 shares — an estimated $21.3K sold.

Gradient Investments first reported a position in HYG in Q2 2013 and held it in 44 quarters. The position peaked at $2.46M in Q2 2013. 892 funds tracked by Wall St. Rank hold HYG as of Q3 2024.

Gradient Investments reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 276 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2024, an estimated $21.3K.
Gradient Investments first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and held it in 44 quarters.
Gradient Investments's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.46M in Q2 2013.
892 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.