Liberty Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Liberty Wealth Management’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 Q4	–	Sell	-582	Closed	-$50K	–	583
2021 Q3	$50K	Sell	582 -3,786	-87%	-$332K	0.02%	425
2021 Q2	$385K	Sell	4,368 -242	-5%	-$21.1K	0.15%	83
2021 Q1	$400K	Hold	4,610	–	–	0.2%	72
2020 Q4	$400K	Buy	4,610 +701	+18%	+$60K	0.2%	72
2020 Q3	$328K	Buy	3,909 +449	+13%	+$37.8K	0.19%	71
2020 Q2	$268K	Buy	3,460 +2,885	+502%	+$233K	0.19%	73
2020 Q1	$44K	Sell	575 -2,469	-81%	-$209K	0.04%	225
2019 Q4	$268K	Buy	3,044 +2,642	+657%	+$230K	0.21%	88
2019 Q3	$35K	Sell	402 -62	-13%	-$5.38K	0.03%	299
2019 Q2	$40K	Sell	464 -120	-21%	-$10.4K	0.04%	280
2019 Q1	$50K	Buy	584 +14	+2%	+$1.19K	0.04%	203
2018 Q4	$46K	Buy	+570	New	+$47.7K	0.03%	196

Other funds holding HYG

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

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Liberty Wealth Management's HYG Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2021, closing a stake of 582 shares — an estimated $50K sold.

Liberty Wealth Management first reported a position in HYG in Q4 2018 and held it in 12 quarters. The position peaked at $400K in Q1 2021. 950 funds tracked by Wall St. Rank hold HYG as of Q4 2021.

Liberty Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 582 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2021, an estimated $50K.
Liberty Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $400K in Q1 2021.
950 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.