HCR Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

HCR Wealth Advisors’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	-630	Closed	-$55K	–	200
2020 Q4	$55K	Hold	630	–	–	0.01%	206
2020 Q3	$53K	Hold	630	–	–	0.01%	181
2020 Q2	$51K	Hold	630	–	–	0.01%	178
2020 Q1	$49K	Sell	630 -70	-10%	-$5.91K	0.01%	175
2019 Q4	$62K	Buy	+700	New	+$60.9K	0.02%	176

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

HCR Wealth Advisors's HYG Position: Q1 2021 in Review

HCR Wealth Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2021, closing a stake of 630 shares — an estimated $55K sold.

HCR Wealth Advisors first reported a position in HYG in Q4 2019 and held it in 5 quarters. The position peaked at $62K in Q4 2019. 888 funds tracked by Wall St. Rank hold HYG as of Q1 2021.

HCR Wealth Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
HCR Wealth Advisors sold 630 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2021, an estimated $55K.
HCR Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and held it in 5 quarters.
HCR Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $62K in Q4 2019.
888 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.