Harvest Group Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Harvest Group Wealth 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
2021 Q1	–	Sell	-339	Closed	-$30K	–	333
2020 Q4	$30K	Hold	339	–	–	0.02%	146
2020 Q3	$28K	Hold	339	–	–	0.02%	132
2020 Q2	$27K	Hold	339	–	–	0.02%	130
2020 Q1	$26K	Hold	339	–	–	0.03%	114
2019 Q4	$29K	Hold	339	–	–	0.03%	118
2019 Q3	$30K	Hold	339	–	–	0.04%	111
2019 Q2	$29K	Hold	339	–	–	0.04%	110
2019 Q1	$29K	Buy	+339	New	+$28.8K	0.03%	125

Other funds holding HYG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

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

Harvest Group Wealth Management's HYG Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2021, closing a stake of 339 shares — an estimated $30K sold.

Harvest Group Wealth Management first reported a position in HYG in Q1 2019 and held it in 8 quarters. The position peaked at $30K in Q4 2020. 888 funds tracked by Wall St. Rank hold HYG as of Q1 2021.

Harvest Group Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 339 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2021, an estimated $30K.
Harvest Group Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $30K in Q4 2020.
888 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.