Integrity Financial’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Integrity Financial’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 Q4	–	Sell	-30	Closed	-$2.21K	–	207
2023 Q3	$2.21K	Hold	30	–	–	﹤0.01%	211
2023 Q2	$2.25K	Hold	30	–	–	﹤0.01%	193
2023 Q1	$2.27K	Hold	30	–	–	﹤0.01%	195
2022 Q4	$2.21K	Hold	30	–	–	﹤0.01%	193
2022 Q3	$2K	Hold	30	–	–	﹤0.01%	184
2022 Q2	$2K	Hold	30	–	–	﹤0.01%	196
2022 Q1	$2K	Hold	30	–	–	﹤0.01%	201
2021 Q4	$3K	Buy	+30	New	+$2.6K	﹤0.01%	195

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Integrity Financial's HYG Position: Q4 2023 in Review

Integrity Financial sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2023, closing a stake of 30 shares — an estimated $2.21K sold.

Integrity Financial first reported a position in HYG in Q4 2021 and held it in 8 quarters. The position peaked at $3K in Q4 2021. 929 funds tracked by Wall St. Rank hold HYG as of Q4 2023.

Integrity Financial reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Integrity Financial sold 30 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2023, an estimated $2.21K.
Integrity Financial first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and held it in 8 quarters.
Integrity Financial's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3K in Q4 2021.
929 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2023.

Based on Integrity Financial's 13F filing for Q4 2023, filed 7 Feb 2024.