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

ICA Group 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
2024 Q2	$2.55K	Sell	33 -1,046	-97%	-$80.4K	﹤0.01%	659
2024 Q1	$83.9K	Buy	1,079 +50	+5%	+$3.86K	0.02%	443
2023 Q4	$79.6K	Buy	+1,029	New	+$76.7K	0.02%	410
2023 Q3	–	Sell	-983	Closed	-$73.8K	–	663
2023 Q2	$73.8K	Sell	983 -233	-19%	-$17.4K	0.02%	402
2023 Q1	$91.9K	Buy	1,216 +30	+3%	+$2.25K	0.02%	350
2022 Q4	$87.9K	Buy	+1,186	New	+$87.4K	0.02%	396

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

ICA Group Wealth Management's HYG Position: Q2 2024 in Review

ICA Group Wealth Management reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 97% in Q2 2024, selling an estimated $80.4K and leaving 33 shares worth $2.55K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

ICA Group Wealth Management first reported a position in HYG in Q4 2022 and has held it in 6 quarters since. The position peaked at $91.9K in Q1 2023. 893 funds tracked by Wall St. Rank hold HYG as of Q2 2024.

ICA Group Wealth Management held 33 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $2.55K as of Q2 2024.
ICA Group Wealth Management sold 1,046 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2024, an estimated $80.4K.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #659 holding.
ICA Group Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and has held it in 6 quarters since.
ICA Group Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $91.9K in Q1 2023.
893 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.