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Insight Wealth Strategies’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Insight Wealth Strategies’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
-195,367
Closed -$15.2M – 163
2024
Q1 		$15.2M Buy
195,367
+4,360
+2% +$337K 2.23% 13
2023
Q4 		$14.8M Buy
191,007
+16,761
+10% +$1.25M 2.39% 15
2023
Q3 		$12.8M Sell
174,246
-101,123
-37% -$7.55M 2.48% 14
2023
Q2 		$20.7M Sell
275,369
-1,461
-0.5% -$109K 3.96% 9
2023
Q1 		$20.9M Sell
276,830
-64,894
-19% -$4.86M 4.1% 10
2022
Q4 		$25.2M Buy
341,724
+6,586
+2% +$486K 4.86% 3
2022
Q3 		$24.7M Hold
335,138
– – 4.58% 5
2022
Q2 		$24.7M Buy
335,138
+41,489
+14% +$3.23M 4.58% 5
2022
Q1 		$24.2M Buy
293,649
+57,946
+25% +$4.84M 3.56% 12
2021
Q4 		$20.5M Sell
235,703
-49,697
-17% -$4.31M 2.92% 16
2021
Q3 		$25M Buy
285,400
+4,161
+1% +$365K 3.51% 12
2021
Q2 		$24.8M Sell
281,239
-5,037
-2% -$440K 3.52% 12
2021
Q1 		$25M Sell
286,276
-7,167
-2% -$624K 3.34% 12
2020
Q4 		$25.6M Buy
293,443
+13,365
+5% +$1.14M 4.35% 5
2020
Q3 		$23.5M Buy
280,078
+162,191
+138% +$13.7M 4.36% 7
2020
Q2 		$9.62M Buy
117,887
+18,469
+19% +$1.49M 2.14% 17
2020
Q1 		$7.66M Buy
99,418
+48,656
+96% +$4.11M 2.04% 17
2019
Q4 		$4.46M Buy
50,762
+31,521
+164% +$2.74M 0.95% 20
2019
Q3 		$1.68M Buy
19,241
+180
+0.9% +$15.6K 0.39% 51
2019
Q2 		$1.66M Sell
19,061
-2,568
-12% -$222K 0.41% 44
2019
Q1 		$1.87M Buy
21,629
+2,068
+11% +$176K 0.52% 38
2018
Q4 		$1.59M Buy
+19,561
New +$1.64M 0.49% 32

Other funds holding HYG

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Insight Wealth Strategies's HYG Position: Q2 2024 in Review

Insight Wealth Strategies sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2024, closing a stake of 195,367 shares — an estimated $15.2M sold.

Insight Wealth Strategies first reported a position in HYG in Q4 2018 and held it in 22 quarters. The position peaked at $25.6M in Q4 2020. 893 funds tracked by Wall St. Rank hold HYG as of Q2 2024.

  • Insight Wealth Strategies reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 195,367 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2024, an estimated $15.2M.
  • Insight Wealth Strategies first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and held it in 22 quarters.
  • Insight Wealth Strategies's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $25.6M in Q4 2020.
  • 893 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2024.

Based on Insight Wealth Strategies's 13F filing for Q2 2024, filed 8 Jul 2024.