Leavell Investment Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Leavell Investment 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 Q3	–	Sell	-2,740	Closed	-$202K	–	434
2022 Q2	$202K	Sell	2,740 -400	-13%	-$31.1K	0.02%	415
2022 Q1	$258K	Buy	3,140 +250	+9%	+$20.9K	0.02%	383
2021 Q4	$251K	Buy	+2,890	New	+$251K	0.02%	400

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Leavell Investment Management's HYG Position: Q3 2022 in Review

Leavell Investment Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2022, closing a stake of 2,740 shares — an estimated $202K sold.

Leavell Investment Management first reported a position in HYG in Q4 2021 and held it in 3 quarters. The position peaked at $258K in Q1 2022. 782 funds tracked by Wall St. Rank hold HYG as of Q3 2022.

Leavell Investment Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Leavell Investment Management sold 2,740 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2022, an estimated $202K.
Leavell Investment Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
Leavell Investment Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $258K in Q1 2022.
782 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2022.

Based on Leavell Investment Management's 13F filing for Q3 2022, filed 17 Oct 2022.