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

Hurlow Wealth Management Group’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
Q3 		– Sell
-40,295
Closed -$3.11M – 122
2024
Q2 		$3.11M Buy
40,295
+2,256
+6% +$173K 1.07% 23
2024
Q1 		$2.96M Buy
38,039
+615
+2% +$47.5K 1.04% 22
2023
Q4 		$2.9M Buy
37,424
+7,078
+23% +$528K 1.1% 22
2023
Q3 		$2.24M Buy
30,346
+1,323
+5% +$98.8K 0.97% 24
2023
Q2 		$2.18M Buy
29,023
+3,008
+12% +$224K 0.93% 24
2023
Q1 		$1.97M Buy
26,015
+1,604
+7% +$120K 0.91% 24
2022
Q4 		$1.8M Buy
24,411
+1,249
+5% +$92.1K 0.94% 25
2022
Q3 		$1.65M Buy
23,162
+2,251
+11% +$170K 0.96% 26
2022
Q2 		$1.54M Buy
20,911
+2,368
+13% +$184K 0.89% 25
2022
Q1 		$1.53M Buy
18,543
+8,679
+88% +$726K 0.94% 22
2021
Q4 		$858K Sell
9,864
-5,737
-37% -$498K 0.67% 25
2021
Q3 		$1.36M Buy
15,601
+912
+6% +$80K 0.81% 24
2021
Q2 		$1.29M Buy
14,689
+2,841
+24% +$248K 0.85% 22
2021
Q1 		$1.03M Buy
11,848
+3,417
+41% +$297K 0.75% 23
2020
Q4 		$736K Buy
8,431
+1,849
+28% +$158K 0.58% 30
2020
Q3 		$552K Buy
6,582
+1,121
+21% +$94.4K 0.51% 38
2020
Q2 		$448K Buy
5,461
+430
+9% +$34.7K 0.43% 42
2020
Q1 		$406K Buy
5,031
+1,628
+48% +$138K 0.43% 49
2019
Q4 		$301K Buy
+3,403
New +$296K 0.29% 79

Other funds holding HYG

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hurlow Wealth Management Group's HYG Position: Q3 2024 in Review

Hurlow Wealth Management Group sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2024, closing a stake of 40,295 shares — an estimated $3.11M sold.

Hurlow Wealth Management Group first reported a position in HYG in Q4 2019 and held it in 19 quarters. The position peaked at $3.11M in Q2 2024. 893 funds tracked by Wall St. Rank hold HYG as of Q3 2024.

  • Hurlow Wealth Management Group reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Hurlow Wealth Management Group sold 40,295 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2024, an estimated $3.11M.
  • Hurlow Wealth Management Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and held it in 19 quarters.
  • Hurlow Wealth Management Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.11M in Q2 2024.
  • 893 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2024.

Based on Hurlow Wealth Management Group's 13F filing for Q3 2024, filed 7 Oct 2024.