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

Jenkins Wealth’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 		$4.9M Buy
+66,599
New +$4.91M 1.97% 7
2021
Q4 		$6.77M Buy
+82,035
New +$7.12M 2.2% 9

Other funds holding HYG

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jenkins Wealth's HYG Position: Q4 2022 in Review

Jenkins Wealth opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2022: 66,599 shares worth $4.9M. The stake represents 1.97% of the portfolio and ranks #7 among its holdings. This is a return to the name: Jenkins Wealth previously reported a position in HYG as recently as Q4 2021.

Jenkins Wealth first reported a position in HYG in Q4 2021 and has held it in 2 quarters since. The position peaked at $6.77M in Q4 2021. 896 funds tracked by Wall St. Rank hold HYG as of Q4 2022.

  • Jenkins Wealth held 66,599 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $4.9M as of Q4 2022.
  • iShares iBoxx $ High Yield Corporate Bond ETF was a new Jenkins Wealth position in Q4 2022.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 1.97% of Jenkins Wealth's portfolio in Q4 2022, its #7 holding.
  • Jenkins Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and has held it in 2 quarters since.
  • Jenkins Wealth's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $6.77M in Q4 2021.
  • 896 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2022.

Based on Jenkins Wealth's 13F filing for Q4 2022, filed 11 Jan 2023.