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

Legacy Wealth Partners (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
2021
Q2 		$275K Buy
3,119
+104
+3% +$9.08K 0.15% 81
2021
Q1 		$263K Sell
3,015
-783
-21% -$68.1K 0.15% 78
2020
Q4 		$332K Sell
3,798
-29
-0.8% -$2.48K 0.21% 75
2020
Q3 		$321K Sell
3,827
-1,362
-26% -$115K 0.23% 71
2020
Q2 		$424K Buy
+5,189
New +$418K 0.32% 66

Other funds holding HYG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Legacy Wealth Partners (California)'s HYG Position: Q2 2021 in Review

Legacy Wealth Partners (California) increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 3.4% in Q2 2021, buying an estimated $9.08K and bringing the position to 3,119 shares worth $275K. The position accounts for 0.15% of the portfolio, ranked #81.

Legacy Wealth Partners (California) first reported a position in HYG in Q2 2020 and has held it in 5 quarters since. The position peaked at $424K in Q2 2020. 900 funds tracked by Wall St. Rank hold HYG as of Q2 2021.

  • Legacy Wealth Partners (California) held 3,119 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $275K as of Q2 2021.
  • Legacy Wealth Partners (California) bought 104 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2021, an estimated $9.08K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.15% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #81 holding.
  • Legacy Wealth Partners (California) first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2020 and has held it in 5 quarters since.
  • Legacy Wealth Partners (California)'s iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $424K in Q2 2020.
  • 900 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.