HBW Advisory Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

HBW Advisory Services’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 Q1	–	Sell	-13,300	Closed	-$11K	–	276
2022 Q4	$11K	Buy	+13,300	New	+$980K	﹤0.01%	257
2021 Q3	–	Sell	-500	Closed	-$1K	–	256
2021 Q2	$1K	Sell	500 -9,600	-95%	-$838K	﹤0.01%	249
2021 Q1	$10K	Buy	+10,100	New	+$879K	﹤0.01%	244
2020 Q4	–	Sell	-12,900	Closed	-$15K	–	228
2020 Q3	$15K	Buy	+12,900	New	+$1.09M	0.01%	191

Other funds holding HYG

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

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

HBW Advisory Services's HYG Position: Q4 2022 in Review

HBW Advisory Services sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2022, closing a stake of 19,100 shares — an estimated $1.41M sold.

HBW Advisory Services first reported a position in HYG in Q3 2019 and held it in 11 quarters. The position peaked at $689K in Q2 2020. 896 funds tracked by Wall St. Rank hold HYG as of Q4 2022.

HBW Advisory Services reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
HBW Advisory Services sold 19,100 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2022, an estimated $1.41M.
HBW Advisory Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2019 and held it in 11 quarters.
HBW Advisory Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $689K in Q2 2020.
896 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2022.

Based on HBW Advisory Services's 13F filing for Q4 2022, filed 5 Jan 2023.