LMCG Investments’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

LMCG Investments’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	-19,534	Closed	-$1.4M	–	309
2022 Q3	$1.4M	Hold	19,534	–	–	0.1%	196
2022 Q2	$1.44M	Hold	19,534	–	–	0.1%	200
2022 Q1	$1.61M	Buy	+19,534	New	+$1.63M	0.09%	202

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

LMCG Investments's HYG Position: Q4 2022 in Review

LMCG Investments sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2022, closing a stake of 19,534 shares — an estimated $1.4M sold.

LMCG Investments first reported a position in HYG in Q1 2022 and held it in 3 quarters. The position peaked at $1.61M in Q1 2022. 896 funds tracked by Wall St. Rank hold HYG as of Q4 2022.

LMCG Investments reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
LMCG Investments sold 19,534 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2022, an estimated $1.4M.
LMCG Investments first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2022 and held it in 3 quarters.
LMCG Investments's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.61M in Q1 2022.
896 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2022.

Based on LMCG Investments's 13F filing for Q4 2022, filed 7 Feb 2023.