Industrial Alliance Investment Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Industrial Alliance Investment 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
2023 Q2	–	Sell	-769,783	Closed	-$58.2M	–	319
2023 Q1	$58.2M	Buy	769,783 +92	+0%	+$6.89K	1.62%	13
2022 Q4	$56.7M	Sell	769,691 -14,800	-2%	-$1.09M	1.58%	14
2022 Q3	$56M	Sell	784,491 -35,356	-4%	-$2.67M	1.65%	11
2022 Q2	$60.3M	Sell	819,847 -348,069	-30%	-$27.1M	1.72%	10
2022 Q1	$96.1M	Buy	1,167,916 +57,046	+5%	+$4.77M	2.27%	7
2021 Q4	$96.6M	Buy	+1,110,870	New	+$96.4M	2.23%	8

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

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

JSTA

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

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

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

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

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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

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

Industrial Alliance Investment Management's HYG Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2023, closing a stake of 769,783 shares — an estimated $58.2M sold.

Industrial Alliance Investment Management first reported a position in HYG in Q4 2021 and held it in 6 quarters. The position peaked at $96.6M in Q4 2021. 862 funds tracked by Wall St. Rank hold HYG as of Q2 2023.

Industrial Alliance Investment Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Industrial Alliance Investment Management sold 769,783 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2023, an estimated $58.2M.
Industrial Alliance Investment Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and held it in 6 quarters.
Industrial Alliance Investment Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $96.6M in Q4 2021.
862 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.