Lehman & Derafelo Financial Resources’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Lehman & Derafelo Financial Resources’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	-85	Closed	-$6K	–	125
2022 Q3	$6K	Hold	85	–	–	﹤0.01%	180
2022 Q2	$6K	Buy	+85	New	+$6.61K	﹤0.01%	184
2021 Q4	–	Sell	-85	Closed	-$7K	–	127
2021 Q3	$7K	Hold	85	–	–	﹤0.01%	181
2021 Q2	$7K	Hold	85	–	–	﹤0.01%	204
2021 Q1	$7K	Hold	85	–	–	﹤0.01%	206
2020 Q4	$7K	Hold	85	–	–	﹤0.01%	204
2020 Q3	$7K	Hold	85	–	–	﹤0.01%	241
2020 Q2	$7K	Hold	85	–	–	﹤0.01%	224
2020 Q1	$7K	Hold	85	–	–	﹤0.01%	163
2019 Q4	$7K	Hold	85	–	–	﹤0.01%	181
2019 Q3	$7K	Hold	85	–	–	﹤0.01%	169
2019 Q2	$7K	Hold	85	–	–	﹤0.01%	161
2019 Q1	$7K	Hold	85	–	–	﹤0.01%	163
2018 Q4	$7K	Buy	+85	New	+$7.12K	﹤0.01%	149

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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 $369B AUM 31.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lehman & Derafelo Financial Resources's HYG Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2022, closing a stake of 85 shares — an estimated $6K sold.

Lehman & Derafelo Financial Resources first reported a position in HYG in Q4 2018 and held it in 14 quarters. The position peaked at $7K in Q3 2021. 896 funds tracked by Wall St. Rank hold HYG as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 85 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2022, an estimated $6K.
Lehman & Derafelo Financial Resources first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $7K in Q3 2021.
896 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.