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

Latitude 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
2021 Q4	–	Sell	-10,913	Closed	-$955K	–	308
2021 Q3	$955K	Buy	10,913 +5,076	+87%	+$445K	0.3%	61
2021 Q2	$514K	Sell	5,837 -848	-13%	-$74K	0.38%	55
2021 Q1	$585K	Sell	6,685 -5,277	-44%	-$459K	0.48%	44
2020 Q4	$1.04M	Buy	+11,962	New	+$1.02M	0.92%	25

Other funds holding HYG

Goldman Sachs New York $871B AUM 31.28% 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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Latitude Advisors's HYG Position: Q4 2021 in Review

Latitude Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2021, closing a stake of 10,913 shares — an estimated $955K sold.

Latitude Advisors first reported a position in HYG in Q4 2020 and held it in 4 quarters. The position peaked at $1.04M in Q4 2020. 951 funds tracked by Wall St. Rank hold HYG as of Q4 2021.

Latitude Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Latitude Advisors sold 10,913 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2021, an estimated $955K.
Latitude Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
Latitude Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.04M in Q4 2020.
951 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2021.

Based on Latitude Advisors's 13F filing for Q4 2021, filed 18 Jan 2022.