HWMA
HYG icon

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

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return