Kaizen Financial Strategies’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Kaizen Financial Strategies’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 Q3	–	Sell	-19,831	Closed	-$1.46M	–	123
2022 Q2	$1.46M	Sell	19,831 -5,147	-21%	-$400K	1.44%	18
2022 Q1	$2.06M	Buy	24,978 +6,513	+35%	+$544K	1.61%	16
2021 Q4	$1.61M	Buy	18,465 +220	+1%	+$19.1K	1.2%	23
2021 Q3	$1.6M	Buy	+18,245	New	+$1.6M	1.29%	19
2021 Q1	$2.03M	Buy	+23,288	New	+$2.03M	1.93%	9

Other funds holding HYG

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kaizen Financial Strategies's HYG Position: Q3 2022 in Review

Kaizen Financial Strategies sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2022, closing a stake of 19,831 shares — an estimated $1.46M sold.

Kaizen Financial Strategies first reported a position in HYG in Q1 2021 and held it in 5 quarters. The position peaked at $2.06M in Q1 2022. 782 funds tracked by Wall St. Rank hold HYG as of Q3 2022.

Kaizen Financial Strategies reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Kaizen Financial Strategies sold 19,831 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2022, an estimated $1.46M.
Kaizen Financial Strategies first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2021 and held it in 5 quarters.
Kaizen Financial Strategies's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.06M in Q1 2022.
782 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2022.

Based on Kaizen Financial Strategies's 13F filing for Q3 2022, filed 19 Oct 2022.