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Johnson Financial Group Inc (Wisconsin)’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q1 		– Sell
-1,147
Closed -$88.8K – 878
2023
Q4 		$88.8K Buy
+1,147
New +$85.5K ﹤0.01% 391
2022
Q4 		– Sell
-10
Closed -$1K – 642
2022
Q3 		$1K Buy
+10
New +$756 ﹤0.01% 613
2019
Q4 		– Sell
-11
Closed -$1K – 551
2019
Q3 		$1K Sell
11
-2,117
-99% -$184K ﹤0.01% 535
2019
Q2 		$186K Hold
2,128
– – 0.02% 230
2019
Q1 		$184K Hold
2,128
– – 0.02% 219
2018
Q4 		$173K Sell
2,128
-1,561
-42% -$131K 0.02% 223
2018
Q3 		$319K Buy
3,689
+1,382
+60% +$119K 0.03% 202
2018
Q2 		$196K Hold
2,307
– – 0.02% 223
2018
Q1 		$198K Sell
2,307
-20
-0.9% -$1.73K 0.02% 224
2017
Q4 		$203K Buy
2,327
+20
+0.9% +$1.75K 0.02% 238
2017
Q3 		$205K Hold
2,307
– – 0.03% 228
2017
Q2 		$204K Sell
2,307
-353
-13% -$31.1K 0.03% 234
2017
Q1 		$233K Buy
2,660
+353
+15% +$30.8K 0.03% 244
2016
Q4 		$200K Buy
2,307
+144
+7% +$12.4K 0.03% 265
2016
Q3 		$189K Sell
2,163
-187
-8% -$16.1K 0.03% 264
2016
Q2 		$199K Buy
2,350
+35
+2% +$2.91K 0.03% 282
2016
Q1 		$189K Sell
2,315
-3,269
-59% -$260K 0.04% 252
2015
Q4 		$450K Buy
5,584
+5,514
+7,877% +$458K 0.09% 173
2015
Q3 		$6K Sell
70
-1,205
-95% -$104K ﹤0.01% 693
2015
Q2 		$113K Buy
1,275
+1,060
+493% +$95.8K 0.02% 339
2015
Q1 		$19K Hold
215
– – ﹤0.01% 610
2014
Q4 		$19K Buy
215
+15
+8% +$1.37K ﹤0.01% 586
2014
Q3 		$18K Buy
+200
New +$18.7K ﹤0.01% 552

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s HYG Position: Q1 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2024, closing a stake of 1,147 shares — an estimated $88.8K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in HYG in Q3 2014 and held it in 23 quarters. The position peaked at $450K in Q4 2015. 910 funds tracked by Wall St. Rank hold HYG as of Q1 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 1,147 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2024, an estimated $88.8K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2014 and held it in 23 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $450K in Q4 2015.
  • 910 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2024, filed 14 May 2024.