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

JFS Wealth Advisors’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	-2,036	Closed	-$163K	–	1968
2024 Q3	$163K	Hold	2,036	–	–	0.01%	314
2024 Q2	$157K	Sell	2,036 -77	-4%	-$5.92K	0.01%	264
2024 Q1	$164K	Hold	2,113	–	–	0.01%	258
2023 Q4	$164K	Buy	2,113 +763	+57%	+$56.9K	0.01%	249
2023 Q3	$99.5K	Sell	1,350 -154	-10%	-$11.5K	0.01%	279
2023 Q2	$113K	Buy	1,504 +767	+104%	+$57.2K	0.01%	265
2023 Q1	$55.7K	Buy	+737	New	+$55.2K	0.01%	355
2018 Q1	–	Sell	-5	Closed	–	–	549
2017 Q4	$0	Buy	+5	New	+$439	﹤0.01%	543

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JFS Wealth Advisors's HYG Position: Q4 2024 in Review

JFS Wealth Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2024, closing a stake of 2,036 shares — an estimated $163K sold.

JFS Wealth Advisors first reported a position in HYG in Q4 2017 and held it in 8 quarters. The position peaked at $164K in Q1 2024. 982 funds tracked by Wall St. Rank hold HYG as of Q4 2024.

JFS Wealth Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
JFS Wealth Advisors sold 2,036 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2024, an estimated $163K.
JFS Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and held it in 8 quarters.
JFS Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $164K in Q1 2024.
982 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2024.

Based on JFS Wealth Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.