Hackensack Meridian Health’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Hackensack Meridian Health’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
2023 Q2	–	Sell	-245,000	Closed	-$18.5M	–	9
2023 Q1	$18.5M	Hold	245,000	–	–	2.68%	7
2022 Q4	$18M	Hold	245,000	–	–	2.54%	7
2022 Q3	$17.5M	Sell	245,000 -490,000	-67%	-$37M	2.39%	8
2022 Q2	$54.1M	Buy	735,000 +125,000	+20%	+$9.72M	6.02%	7
2022 Q1	$50.2M	Hold	610,000	–	–	5.24%	7
2021 Q4	$53.1M	Buy	+610,000	New	+$52.9M	5.15%	6

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

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

Hackensack Meridian Health's HYG Position: Q2 2023 in Review

Hackensack Meridian Health sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2023, closing a stake of 245,000 shares — an estimated $18.5M sold.

Hackensack Meridian Health first reported a position in HYG in Q4 2021 and held it in 6 quarters. The position peaked at $54.1M in Q2 2022. 862 funds tracked by Wall St. Rank hold HYG as of Q2 2023.

Hackensack Meridian Health reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Hackensack Meridian Health sold 245,000 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2023, an estimated $18.5M.
Hackensack Meridian Health first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and held it in 6 quarters.
Hackensack Meridian Health's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $54.1M in Q2 2022.
862 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2023.

Based on Hackensack Meridian Health's 13F filing for Q2 2023, filed 14 Aug 2023.