Graves Light Lenhart Wealth’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q3	–	Sell	-215	Closed	-$16K	–	344
2022 Q2	$16K	Hold	215	–	–	﹤0.01%	442
2022 Q1	$18K	Hold	215	–	–	﹤0.01%	481
2021 Q4	$19K	Hold	215	–	–	﹤0.01%	534
2021 Q3	$19K	Hold	215	–	–	﹤0.01%	501
2021 Q2	$19K	Hold	215	–	–	﹤0.01%	504
2021 Q1	$19K	Hold	215	–	–	﹤0.01%	512
2020 Q4	$19K	Buy	+215	New	+$18.4K	﹤0.01%	492

Other funds holding HYG

Goldman Sachs New York $1.15T AUM 47.82% 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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

BCIM

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Graves Light Lenhart Wealth's HYG Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2022, closing a stake of 215 shares — an estimated $16K sold.

Graves Light Lenhart Wealth first reported a position in HYG in Q4 2020 and held it in 7 quarters. The position peaked at $19K in Q4 2021. 782 funds tracked by Wall St. Rank hold HYG as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 215 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2022, an estimated $16K.
Graves Light Lenhart Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $19K in Q4 2021.
782 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.