Level Financial Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Level Financial Advisors’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	-483	Closed	-$34K	–	284
2022 Q3	$34K	Hold	483	–	–	0.03%	113
2022 Q2	$36K	Hold	483	–	–	0.03%	124
2022 Q1	$40K	Hold	483	–	–	0.03%	105
2021 Q4	$42K	Buy	+483	New	+$41.9K	0.03%	106

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

Level Financial Advisors's HYG Position: Q4 2022 in Review

Level Financial Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2022, closing a stake of 483 shares — an estimated $34K sold.

Level Financial Advisors first reported a position in HYG in Q4 2021 and held it in 4 quarters. The position peaked at $42K in Q4 2021. 896 funds tracked by Wall St. Rank hold HYG as of Q4 2022.

Level Financial Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Level Financial Advisors sold 483 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2022, an estimated $34K.
Level Financial Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
Level Financial Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $42K in Q4 2021.
896 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2022.

Based on Level Financial Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.