Laidlaw Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Laidlaw Wealth Management’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
2021 Q4	–	Sell	-5,928	Closed	-$519K	–	404
2021 Q3	$519K	Buy	5,928 +3,604	+155%	+$316K	0.13%	149
2021 Q2	$205K	Sell	2,324 -172	-7%	-$15K	0.05%	247
2021 Q1	$218K	Buy	2,496 +61	+3%	+$5.31K	0.07%	197
2020 Q4	$213K	Sell	2,435 -9	-0.4%	-$771	0.04%	326
2020 Q3	$205K	Buy	+2,444	New	+$206K	0.09%	194
2020 Q1	–	Sell	-2,289	Closed	-$201K	–	159
2019 Q4	$201K	Buy	+2,289	New	+$199K	0.13%	163

Other funds holding HYG

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Laidlaw Wealth Management's HYG Position: Q4 2021 in Review

Laidlaw Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2021, closing a stake of 5,928 shares — an estimated $519K sold.

Laidlaw Wealth Management first reported a position in HYG in Q4 2019 and held it in 6 quarters. The position peaked at $519K in Q3 2021. 950 funds tracked by Wall St. Rank hold HYG as of Q4 2021.

Laidlaw Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Laidlaw Wealth Management sold 5,928 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2021, an estimated $519K.
Laidlaw Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and held it in 6 quarters.
Laidlaw Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $519K in Q3 2021.
950 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2021.

Based on Laidlaw Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.