H&H Retirement Design & Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

H&H Retirement Design & Management’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 Q1	–	Sell	-8,632	Closed	-$718K	–	59
2021 Q4	$718K	Sell	8,632 -71,574	-89%	-$6.21M	0.45%	40
2021 Q3	$6.94M	Buy	80,206 +2,717	+4%	+$238K	4.27%	7
2021 Q2	$6.8M	Sell	77,489 -2,630	-3%	-$230K	4.17%	7
2021 Q1	$6.98M	Buy	+80,119	New	+$6.97M	4.19%	9
2020 Q3	$5.91M	Buy	70,464 +22,808	+48%	+$1.92M	4.64%	6
2020 Q2	$3.89M	Sell	47,656 -2,286	-5%	-$184K	3.44%	12
2020 Q1	$3.85M	Buy	+49,942	New	+$4.22M	3.65%	12

Other funds holding HYG

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

H&H Retirement Design & Management's HYG Position: Q1 2022 in Review

H&H Retirement Design & Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2022, closing a stake of 8,632 shares — an estimated $718K sold.

H&H Retirement Design & Management first reported a position in HYG in Q1 2020 and held it in 7 quarters. The position peaked at $6.98M in Q1 2021. 877 funds tracked by Wall St. Rank hold HYG as of Q1 2022.

H&H Retirement Design & Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
H&H Retirement Design & Management sold 8,632 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2022, an estimated $718K.
H&H Retirement Design & Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2020 and held it in 7 quarters.
H&H Retirement Design & Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $6.98M in Q1 2021.
877 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2022.

Based on H&H Retirement Design & Management's 13F filing for Q1 2022, filed 11 Apr 2022.