Institutional & Family Asset Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Institutional & Family Asset 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	$1.48M	Sell	19,201 -45	-0.2%	-$3.46K	0.23%	85
2024 Q1	$1.5M	Buy	19,246 +3,864	+25%	+$299K	0.24%	83
2023 Q4	$1.19M	Buy	15,382 +58	+0.4%	+$4.32K	0.2%	91
2023 Q3	$1.13M	Buy	15,324 +77	+0.5%	+$5.75K	0.18%	89
2023 Q2	$1.14M	Sell	15,247 -750	-5%	-$56K	0.19%	90
2023 Q1	$1.21M	Buy	15,997 +15,759	+6,621%	+$1.18M	0.2%	88
2022 Q4	$17.5K	Hold	238	–	–	﹤0.01%	321
2022 Q3	$17K	Hold	238	–	–	﹤0.01%	327
2022 Q2	$18K	Hold	238	–	–	﹤0.01%	321
2022 Q1	$20K	Hold	238	–	–	﹤0.01%	352
2021 Q4	$21K	Hold	238	–	–	﹤0.01%	361
2021 Q3	$21K	Hold	238	–	–	﹤0.01%	446
2021 Q2	$21K	Sell	238 -16	-6%	-$1.4K	﹤0.01%	475
2021 Q1	$22K	Sell	254 -77	-23%	-$6.7K	﹤0.01%	477
2020 Q4	$29K	Buy	331 +275	+491%	+$23.5K	0.01%	396
2020 Q3	$5K	Sell	56 -1,336	-96%	-$112K	﹤0.01%	587
2020 Q2	$114K	Buy	+1,392	New	+$112K	0.02%	222

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

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

Institutional & Family Asset Management's HYG Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.23% in Q2 2024, selling an estimated $3.46K and leaving 19,201 shares worth $1.48M. The position accounts for 0.23% of the portfolio, ranked #85.

Institutional & Family Asset Management first reported a position in HYG in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.5M in Q1 2024. 893 funds tracked by Wall St. Rank hold HYG as of Q2 2024.

Institutional & Family Asset Management held 19,201 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.48M as of Q2 2024.
Institutional & Family Asset Management sold 45 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2024, an estimated $3.46K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.23% of Institutional & Family Asset Management's portfolio in Q2 2024, its #85 holding.
Institutional & Family Asset Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2020 and has held it in 17 quarters since.
Institutional & Family Asset Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.5M in Q1 2024.
893 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.