Hohimer Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Hohimer Wealth Management’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 Q3	–	Sell	-5,886	Closed	-$433K	–	193
2022 Q2	$433K	Sell	5,886 -268	-4%	-$20.8K	0.13%	148
2022 Q1	$506K	Sell	6,154 -574	-9%	-$48K	0.1%	148
2021 Q4	$585K	Buy	6,728 +2	+0%	+$174	0.12%	138
2021 Q3	$588K	Sell	6,726 -79	-1%	-$6.93K	0.12%	137
2021 Q2	$599K	Sell	6,805 -48	-0.7%	-$4.19K	0.12%	139
2021 Q1	$597K	Sell	6,853 -327	-5%	-$28.4K	0.15%	134
2020 Q4	$627K	Sell	7,180 -216	-3%	-$18.5K	0.17%	134
2020 Q3	$624K	Sell	7,396 -53	-0.7%	-$4.46K	0.18%	134
2020 Q2	$608K	Buy	7,449 +2	+0%	+$161	0.21%	134
2020 Q1	$586K	Sell	7,447 -643	-8%	-$54.3K	0.25%	127
2019 Q4	$711K	Buy	+8,090	New	+$704K	0.25%	148

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hohimer Wealth Management's HYG Position: Q3 2022 in Review

Hohimer Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2022, closing a stake of 5,886 shares — an estimated $433K sold.

Hohimer Wealth Management first reported a position in HYG in Q4 2019 and held it in 11 quarters. The position peaked at $711K in Q4 2019. 782 funds tracked by Wall St. Rank hold HYG as of Q3 2022.

Hohimer Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Hohimer Wealth Management sold 5,886 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2022, an estimated $433K.
Hohimer Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and held it in 11 quarters.
Hohimer Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $711K in Q4 2019.
782 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2022.

Based on Hohimer Wealth Management's 13F filing for Q3 2022, filed 2 Nov 2022.