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 $761B AUM 31.28% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return