Legacy Financial Group (Iowa)
HYG icon

Legacy Financial Group (Iowa)’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-654
Closed -$48.2K – 233
2023
Q3 		$48.2K Buy
+654
New +$48.8K 0.01% 184
2021
Q4 		– Sell
-15,340
Closed -$1.34M – 41
2021
Q3 		$1.34M Sell
15,340
-275
-2% -$24.1K 0.4% 36
2021
Q2 		$1.38M Buy
+15,615
New +$1.36M 0.42% 39

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JSTA
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Bank of America
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NI
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AssetMark Inc
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Jane Street
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BCIM
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Legacy Financial Group (Iowa)'s HYG Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2023, closing a stake of 654 shares — an estimated $48.2K sold.

Legacy Financial Group (Iowa) first reported a position in HYG in Q2 2021 and held it in 3 quarters. The position peaked at $1.38M in Q2 2021. 929 funds tracked by Wall St. Rank hold HYG as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 654 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2023, an estimated $48.2K.
  • Legacy Financial Group (Iowa) first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2021 and held it in 3 quarters.
  • Legacy Financial Group (Iowa)'s iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.38M in Q2 2021.
  • 929 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.