J. Goldman & Co’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

J. Goldman & Co’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
2022 Q4	–	Sell	-3,066	Closed	-$219K	–	422
2022 Q3	$219K	Buy	+3,066	New	+$232K	0.01%	331
2017 Q1	–	Sell	-60,000	Closed	-$5.19M	–	360
2016 Q4	$5.19M	Sell	60,000 -6,300	-10%	-$542K	0.34%	93
2016 Q3	$5.79M	Buy	66,300 +1,400	+2%	+$120K	0.33%	88
2016 Q2	$5.5M	Buy	+64,900	New	+$5.39M	0.29%	84

Other funds holding HYG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCMG

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

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

JSTA

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

J. Goldman & Co's HYG Position: Q4 2022 in Review

J. Goldman & Co sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2022, closing a stake of 3,066 shares — an estimated $219K sold.

J. Goldman & Co first reported a position in HYG in Q2 2016 and held it in 4 quarters. The position peaked at $5.79M in Q3 2016. 896 funds tracked by Wall St. Rank hold HYG as of Q4 2022.

J. Goldman & Co reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
J. Goldman & Co sold 3,066 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2022, an estimated $219K.
J. Goldman & Co first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2016 and held it in 4 quarters.
J. Goldman & Co's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $5.79M in Q3 2016.
896 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2022.

Based on J. Goldman & Co's 13F filing for Q4 2022, filed 14 Feb 2023.