Hibernia Wealth Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Hibernia Wealth Partners’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 Q4	–	Sell	-15	Closed	-$1.11K	–	178
2023 Q3	$1.11K	Buy	+15	New	+$1.12K	﹤0.01%	286

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

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

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

JSTA

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

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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

BCIM

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

Hibernia Wealth Partners's HYG Position: Q4 2023 in Review

Hibernia Wealth Partners sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2023, closing a stake of 15 shares — an estimated $1.11K sold.

Hibernia Wealth Partners first reported a position in HYG in Q3 2023 and held it in 1 quarter. The position peaked at $1.11K in Q3 2023. 929 funds tracked by Wall St. Rank hold HYG as of Q4 2023.

Hibernia Wealth Partners reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Hibernia Wealth Partners sold 15 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2023, an estimated $1.11K.
Hibernia Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
Hibernia Wealth Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.11K in Q3 2023.
929 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2023.

Based on Hibernia Wealth Partners's 13F filing for Q4 2023, filed 19 Jan 2024.