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

Lake Point 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
2022 Q2	$3K	Hold	35	–	–	﹤0.01%	281
2022 Q1	$3K	Hold	35	–	–	﹤0.01%	289
2021 Q4	$3K	Hold	35	–	–	﹤0.01%	299
2021 Q3	$3K	Hold	35	–	–	﹤0.01%	281
2021 Q2	$3K	Buy	+35	New	+$3.06K	﹤0.01%	290
2020 Q1	$3K	Hold	35	–	–	﹤0.01%	230
2019 Q4	$3K	Buy	+35	New	+$3.05K	﹤0.01%	429
2019 Q2	$11K	Hold	127	–	–	﹤0.01%	307
2019 Q1	$11K	Sell	127 -353	-74%	-$30K	﹤0.01%	307
2018 Q4	$39K	Buy	+480	New	+$40.2K	0.01%	277

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Lake Point Wealth Management's HYG Position: Q2 2022 in Review

Lake Point Wealth Management held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q2 2022 at 35 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Lake Point Wealth Management first reported a position in HYG in Q4 2018 and has held it in 10 quarters since. The position peaked at $39K in Q4 2018. 788 funds tracked by Wall St. Rank hold HYG as of Q2 2022.

Lake Point Wealth Management held 35 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3K as of Q2 2022.
Lake Point Wealth Management left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q2 2022.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #281 holding.
Lake Point Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $39K in Q4 2018.
788 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.