Kenfarb & Co’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Kenfarb & Co’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
2023 Q3	$31.1K	Hold	422	–	–	0.03%	146
2023 Q2	$31.7K	Hold	422	–	–	0.03%	147
2023 Q1	$31.9K	Hold	422	–	–	0.03%	144
2022 Q4	$31.1K	Hold	422	–	–	0.03%	151
2022 Q3	$30K	Buy	+422	New	+$31.9K	0.03%	148

Other funds holding HYG

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Kenfarb & Co's HYG Position: Q3 2023 in Review

Kenfarb & Co held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q3 2023 at 422 shares worth $31.1K. The position accounts for 0.03% of the portfolio, ranked #146.

Kenfarb & Co first reported a position in HYG in Q3 2022 and has held it in 5 quarters since. The position peaked at $31.9K in Q1 2023. 852 funds tracked by Wall St. Rank hold HYG as of Q3 2023.

Kenfarb & Co held 422 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $31.1K as of Q3 2023.
Kenfarb & Co left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q3 2023.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.03% of Kenfarb & Co's portfolio in Q3 2023, its #146 holding.
Kenfarb & Co first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2022 and has held it in 5 quarters since.
Kenfarb & Co's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $31.9K in Q1 2023.
852 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2023.

Based on Kenfarb & Co's 13F filing for Q3 2023, filed 14 Nov 2023.