Janiczek Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Janiczek Wealth 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	$3.01K	Hold	39	–	–	﹤0.01%	804
2024 Q1	$3.03K	Hold	39	–	–	﹤0.01%	821
2023 Q4	$3.02K	Hold	39	–	–	﹤0.01%	808
2023 Q3	$2.88K	Hold	39	–	–	﹤0.01%	788
2023 Q2	$2.93K	Hold	39	–	–	﹤0.01%	726
2023 Q1	$2.94K	Hold	39	–	–	﹤0.01%	732
2022 Q4	$2.99K	Hold	39	–	–	﹤0.01%	725
2022 Q3	$3K	Hold	39	–	–	﹤0.01%	718
2022 Q2	$3K	Hold	39	–	–	﹤0.01%	734
2022 Q1	$3K	Sell	39 -309	-89%	-$25.8K	﹤0.01%	733
2021 Q4	$30K	Buy	348 +18	+5%	+$1.56K	0.01%	416
2021 Q3	$29K	Sell	330 -118	-26%	-$10.3K	0.01%	389
2021 Q2	$39K	Hold	448	–	–	0.01%	301
2021 Q1	$39K	Hold	448	–	–	0.02%	274
2020 Q4	$39K	Hold	448	–	–	0.02%	240
2020 Q3	$38K	Hold	448	–	–	0.02%	113
2020 Q2	$37K	Hold	448	–	–	0.02%	96
2020 Q1	$35K	Hold	448	–	–	0.02%	70
2019 Q4	$39K	Hold	448	–	–	0.02%	73
2019 Q3	$39K	Hold	448	–	–	0.02%	74
2019 Q2	$39K	Hold	448	–	–	0.02%	75
2019 Q1	$39K	Hold	448	–	–	0.02%	80
2018 Q4	$36K	Buy	+448	New	+$37.5K	0.02%	84

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 $49B AUM 17.78% 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

Janiczek Wealth Management's HYG Position: Q2 2024 in Review

Janiczek Wealth Management held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q2 2024 at 39 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Janiczek Wealth Management first reported a position in HYG in Q4 2018 and has held it in 23 quarters since. The position peaked at $39K in Q2 2021. 893 funds tracked by Wall St. Rank hold HYG as of Q2 2024.

Janiczek Wealth Management held 39 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.01K as of Q2 2024.
Janiczek Wealth Management left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q2 2024.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #804 holding.
Janiczek Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and has held it in 23 quarters since.
Janiczek Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $39K in Q2 2021.
893 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.