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

Kellett 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
2022
Q1 		– Sell
-3,761
Closed -$327K – 70
2021
Q4 		$327K Buy
+3,761
New +$326K 0.25% 42

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BlackRock
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Kellett Wealth Advisors's HYG Position: Q1 2022 in Review

Kellett Wealth Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2022, closing a stake of 3,761 shares — an estimated $327K sold.

Kellett Wealth Advisors first reported a position in HYG in Q4 2021 and held it in 1 quarter. The position peaked at $327K in Q4 2021. 877 funds tracked by Wall St. Rank hold HYG as of Q1 2022.

  • Kellett Wealth Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Kellett Wealth Advisors sold 3,761 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2022, an estimated $327K.
  • Kellett Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Kellett Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $327K in Q4 2021.
  • 877 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2022.

Based on Kellett Wealth Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.