Heritage Wealth Management (Arizona)’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$231K	Sell	3,138 -3,564	-53%	-$263K	0.03%	319
2022 Q3	$478K	Buy	6,702 +3,298	+97%	+$249K	0.15%	103
2022 Q2	$251K	Buy	3,404 +2,518	+284%	+$196K	0.08%	191
2022 Q1	$73K	Buy	+886	New	+$74.1K	0.02%	413
2021 Q3	$31K	Sell	352 -189	-35%	-$16.6K	0.01%	509
2021 Q2	$48K	Sell	541 -336	-38%	-$29.3K	0.02%	455
2021 Q1	$76K	Buy	+877	New	+$76.3K	0.04%	293

Other funds holding HYG

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

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

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

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

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

Heritage Wealth Management (Arizona)'s HYG Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 53% in Q4 2022, selling an estimated $263K and leaving 3,138 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #319.

Heritage Wealth Management (Arizona) first reported a position in HYG in Q1 2021 and has held it in 7 quarters since. The position peaked at $478K in Q3 2022. 896 funds tracked by Wall St. Rank hold HYG as of Q4 2022.

Heritage Wealth Management (Arizona) held 3,138 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $231K as of Q4 2022.
Heritage Wealth Management (Arizona) sold 3,564 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2022, an estimated $263K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.03% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #319 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $478K in Q3 2022.
896 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.