HoyleCohen’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

HoyleCohen’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 Q2	–	Sell	-11,187	Closed	-$870K	–	288
2024 Q1	$870K	Buy	11,187 +874	+8%	+$67.5K	0.07%	157
2023 Q4	$798K	Buy	10,313 +1,304	+14%	+$97.2K	0.07%	159
2023 Q3	$664K	Buy	9,009 +1,427	+19%	+$107K	0.06%	160
2023 Q2	$569K	Buy	7,582 +377	+5%	+$28.1K	0.05%	177
2023 Q1	$544K	Buy	7,205 +2,866	+66%	+$215K	0.05%	178
2022 Q4	$319K	Sell	4,339 -25	-0.6%	-$1.84K	0.03%	220
2022 Q3	$312K	Buy	4,364 +806	+23%	+$60.9K	0.03%	206
2022 Q2	$262K	Buy	3,558 +863	+32%	+$67.1K	0.03%	224
2022 Q1	$222K	Buy	+2,695	New	+$225K	0.02%	255

Other funds holding HYG

CCMG

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

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

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

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

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

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

BCIM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HoyleCohen's HYG Position: Q2 2024 in Review

HoyleCohen sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2024, closing a stake of 11,187 shares — an estimated $870K sold.

HoyleCohen first reported a position in HYG in Q1 2022 and held it in 9 quarters. The position peaked at $870K in Q1 2024. 893 funds tracked by Wall St. Rank hold HYG as of Q2 2024.

HoyleCohen reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
HoyleCohen sold 11,187 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2024, an estimated $870K.
HoyleCohen first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2022 and held it in 9 quarters.
HoyleCohen's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $870K in Q1 2024.
893 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.