Jaffetilchin Investment Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Jaffetilchin Investment Partners’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 Q4	–	Sell	-345	Closed	-$27.7K	–	780
2024 Q3	$27.7K	Buy	+345	New	+$27.1K	﹤0.01%	688
2020 Q1	–	Sell	-10,354	Closed	-$910K	–	192
2019 Q4	$910K	Buy	10,354 +471	+5%	+$41K	0.2%	79
2019 Q3	$861K	Sell	9,883 -229	-2%	-$19.9K	0.21%	74
2019 Q2	$882K	Buy	10,112 +387	+4%	+$33.4K	0.21%	77
2019 Q1	$841K	Buy	9,725 +2,648	+37%	+$225K	0.19%	87
2018 Q4	$574K	Buy	+7,077	New	+$592K	0.14%	103
2016 Q2	–	Sell	-3,389	Closed	-$277K	–	227
2016 Q1	$277K	Sell	3,389 -983	-22%	-$78K	0.09%	144
2015 Q4	$352K	Buy	+4,372	New	+$363K	0.11%	129
2014 Q4	–	Sell	-107,230	Closed	-$9.86M	–	217
2014 Q3	$9.86M	Buy	107,230 +4,424	+4%	+$414K	3.62%	8
2014 Q2	$9.79M	Buy	102,806 +6,698	+7%	+$633K	3.49%	8
2014 Q1	$9.07M	Buy	96,108 +15,885	+20%	+$1.49M	3.55%	8
2013 Q4	$7.45M	Buy	80,223 +19,655	+32%	+$1.83M	3.67%	5
2013 Q3	$5.55M	Buy	60,568 +44,363	+274%	+$4.07M	3.25%	4
2013 Q2	$1.47M	Buy	+16,205	New	+$1.52M	1.02%	25

Other funds holding HYG

CCMG

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Jaffetilchin Investment Partners's HYG Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2024, closing a stake of 345 shares — an estimated $27.7K sold.

Jaffetilchin Investment Partners first reported a position in HYG in Q2 2013 and held it in 14 quarters. The position peaked at $9.86M in Q3 2014. 983 funds tracked by Wall St. Rank hold HYG as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 345 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2024, an estimated $27.7K.
Jaffetilchin Investment Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and held it in 14 quarters.
Jaffetilchin Investment Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $9.86M in Q3 2014.
983 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.