Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
GPA
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
$16.2B AUM
29.8%
1-Year Est. Return
BlackRock
New York
$5.7T 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
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
OPAM
Ocean Park Asset Management
Santa Monica, California
$2.08B AUM
5.32%
1-Year Est. Return
N
Nuveen
Charlotte, North Carolina
$369B AUM
31.66%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close