Guidance Point Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Guidance Point Advisors’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 Q4	–	Sell	-6,149	Closed	-$439K	–	83
2022 Q3	$439K	Buy	6,149 +69	+1%	+$5.21K	0.2%	57
2022 Q2	$447K	Buy	6,080 +55	+0.9%	+$4.28K	0.19%	58
2022 Q1	$495K	Buy	6,025 +75	+1%	+$6.27K	0.19%	60
2021 Q4	$517K	Buy	5,950 +1,772	+42%	+$154K	0.19%	54
2021 Q3	$365K	Buy	4,178 +41	+1%	+$3.6K	0.13%	62
2021 Q2	$364K	Buy	4,137 +41	+1%	+$3.58K	0.14%	65
2021 Q1	$357K	Buy	4,096 +29	+0.7%	+$2.52K	0.15%	66
2020 Q4	$355K	Buy	4,067 +35	+0.9%	+$3K	0.16%	60
2020 Q3	$338K	Buy	4,032 +49	+1%	+$4.12K	0.19%	57
2020 Q2	$325K	Buy	3,983 +54	+1%	+$4.35K	0.18%	57
2020 Q1	$302K	Sell	3,929 -7	-0.2%	-$591	0.2%	50
2019 Q4	$346K	Buy	3,936 +37	+0.9%	+$3.22K	0.17%	53
2019 Q3	$339K	Sell	3,899 -7	-0.2%	-$608	0.19%	52
2019 Q2	$340K	Sell	3,906 -36	-0.9%	-$3.11K	0.19%	51
2019 Q1	$340K	Sell	3,942 -20	-0.5%	-$1.7K	0.2%	50
2018 Q4	$321K	Buy	+3,962	New	+$332K	0.21%	52

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 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

Morgan Stanley New York $1.89T AUM 35.08% 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

OPAM

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Guidance Point Advisors's HYG Position: Q4 2022 in Review

Guidance Point Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2022, closing a stake of 6,149 shares — an estimated $439K sold.

Guidance Point Advisors first reported a position in HYG in Q4 2018 and held it in 16 quarters. The position peaked at $517K in Q4 2021. 896 funds tracked by Wall St. Rank hold HYG as of Q4 2022.

Guidance Point Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Guidance Point Advisors sold 6,149 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2022, an estimated $439K.
Guidance Point Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and held it in 16 quarters.
Guidance Point Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $517K in Q4 2021.
896 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2022.

Based on Guidance Point Advisors's 13F filing for Q4 2022, filed 18 Jan 2023.