Leelyn Smith’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Leelyn Smith’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
2023 Q1	–	Sell	-1,337	Closed	-$98.4K	–	244
2022 Q4	$98.4K	Sell	1,337 -705	-35%	-$52K	0.03%	132
2022 Q3	$146K	Sell	2,042 -493	-19%	-$37.3K	0.05%	108
2022 Q2	$187K	Sell	2,535 -1,449	-36%	-$113K	0.05%	129
2022 Q1	$328K	Hold	3,984	–	–	0.09%	97
2021 Q4	$347K	Buy	3,984 +838	+27%	+$72.7K	0.09%	95
2021 Q3	$275K	Sell	3,146 -120	-4%	-$10.5K	0.08%	97
2021 Q2	$288K	Sell	3,266 -82	-2%	-$7.16K	0.08%	100
2021 Q1	$292K	Buy	3,348 +1,961	+141%	+$171K	0.09%	106
2020 Q4	$121K	Buy	1,387 +19	+1%	+$1.63K	0.04%	149
2020 Q3	$115K	Sell	1,368 -7	-0.5%	-$589	0.04%	150
2020 Q2	$112K	Buy	1,375 +1,275	+1,275%	+$103K	0.05%	147
2020 Q1	$8K	Hold	100	–	–	﹤0.01%	257
2019 Q4	$9K	Buy	+100	New	+$8.7K	﹤0.01%	269

Other funds holding HYG

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

JSTA

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

Leelyn Smith's HYG Position: Q1 2023 in Review

Leelyn Smith sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2023, closing a stake of 1,337 shares — an estimated $98.4K sold.

Leelyn Smith first reported a position in HYG in Q4 2019 and held it in 13 quarters. The position peaked at $347K in Q4 2021. 838 funds tracked by Wall St. Rank hold HYG as of Q1 2023.

Leelyn Smith reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 1,337 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2023, an estimated $98.4K.
Leelyn Smith first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and held it in 13 quarters.
Leelyn Smith's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $347K in Q4 2021.
838 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.