Laurel Wealth Advisors (California)’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	–	Sell	-3,961	Closed	-$283K	–	654
2022 Q3	$283K	Sell	3,961 -313	-7%	-$23.7K	0.03%	497
2022 Q2	$315K	Sell	4,274 -12	-0.3%	-$933	0.03%	479
2022 Q1	$353K	Sell	4,286 -463	-10%	-$38.7K	0.03%	533
2021 Q4	$413K	Buy	+4,749	New	+$412K	0.03%	515
2020 Q2	–	Sell	-3,435	Closed	-$264K	–	385
2020 Q1	$264K	Sell	3,435 -44,047	-93%	-$3.72M	0.06%	302
2019 Q4	$4.17M	Buy	+47,482	New	+$4.13M	0.7%	36
2019 Q3	–	Sell	-2,571	Closed	-$224K	–	447
2019 Q2	$224K	Sell	2,571 -935	-27%	-$80.7K	0.05%	364
2019 Q1	$303K	Sell	3,506 -1,573	-31%	-$134K	0.07%	282
2018 Q4	$411K	Sell	5,079 -525	-9%	-$43.9K	0.12%	195
2018 Q3	$484K	Sell	5,604 -53	-0.9%	-$4.55K	0.12%	201
2018 Q2	$481K	Sell	5,657 -11,808	-68%	-$1.01M	0.13%	183
2018 Q1	$232K	Buy	+17,465	New	+$1.51M	0.07%	292

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OPAM

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Laurel Wealth Advisors (California)'s HYG Position: Q4 2022 in Review

Laurel Wealth Advisors (California) sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2022, closing a stake of 3,961 shares — an estimated $283K sold.

Laurel Wealth Advisors (California) first reported a position in HYG in Q1 2018 and held it in 12 quarters. The position peaked at $4.17M in Q4 2019. 896 funds tracked by Wall St. Rank hold HYG as of Q4 2022.

Laurel Wealth Advisors (California) reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 3,961 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2022, an estimated $283K.
Laurel Wealth Advisors (California) first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2018 and held it in 12 quarters.
Laurel Wealth Advisors (California)'s iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.17M in Q4 2019.
896 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.