GYL Financial Synergies’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

GYL Financial Synergies’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	$241K	Sell	2,996 -210	-7%	-$16.5K	0.02%	329
2024 Q2	$247K	Sell	3,206 -848	-21%	-$65.2K	0.02%	323
2024 Q1	$315K	Buy	4,054 +37	+0.9%	+$2.86K	0.02%	292
2023 Q4	$311K	Buy	4,017 +720	+22%	+$53.7K	0.03%	285
2023 Q3	$243K	Hold	3,297	–	–	0.02%	298
2023 Q2	$248K	Hold	3,297	–	–	0.02%	301
2023 Q1	$249K	Hold	3,297	–	–	0.03%	255
2022 Q4	$243K	Buy	+3,297	New	+$243K	0.05%	191
2022 Q1	–	Sell	-2,940	Closed	-$256K	–	213
2021 Q4	$256K	Buy	2,940 +440	+18%	+$38.2K	0.07%	177
2021 Q3	$219K	Buy	2,500 +110	+5%	+$9.65K	0.11%	176
2021 Q2	$210K	Hold	2,390	–	–	0.11%	177
2021 Q1	$208K	Hold	2,390	–	–	0.11%	172
2020 Q4	$209K	Buy	+2,390	New	+$205K	0.12%	162

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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GYL Financial Synergies's HYG Position: Q3 2024 in Review

GYL Financial Synergies reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 6.6% in Q3 2024, selling an estimated $16.5K and leaving 2,996 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #329.

GYL Financial Synergies first reported a position in HYG in Q4 2020 and has held it in 13 quarters since. The position peaked at $315K in Q1 2024. 893 funds tracked by Wall St. Rank hold HYG as of Q3 2024.

GYL Financial Synergies held 2,996 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $241K as of Q3 2024.
GYL Financial Synergies sold 210 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2024, an estimated $16.5K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #329 holding.
GYL Financial Synergies first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and has held it in 13 quarters since.
GYL Financial Synergies's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $315K in Q1 2024.
893 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.