Householder Group Estate & Retirement Specialist’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-201	Closed	-$16K	–	820
2024 Q3	$16K	Hold	201	–	–	﹤0.01%	737
2024 Q2	$15K	Buy	201 +50	+33%	+$3.84K	﹤0.01%	732
2024 Q1	$11.7K	Hold	151	–	–	﹤0.01%	782
2023 Q4	$11K	Sell	151 -67	-31%	-$5K	﹤0.01%	741
2023 Q3	$16.1K	Buy	+218	New	+$16.3K	0.01%	680
2023 Q1	$16K	Buy	+214	New	+$16K	0.01%	682
2022 Q4	–	Sell	-214	Closed	-$15K	–	657
2022 Q3	$15K	Buy	+214	New	+$16.2K	0.01%	644

Other funds holding HYG

CCMG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

JSTA

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's HYG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2024, closing a stake of 201 shares — an estimated $16K sold.

Householder Group Estate & Retirement Specialist first reported a position in HYG in Q3 2022 and held it in 7 quarters. The position peaked at $16.1K in Q3 2023. 983 funds tracked by Wall St. Rank hold HYG as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 201 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2024, an estimated $16K.
Householder Group Estate & Retirement Specialist first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $16.1K in Q3 2023.
983 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.