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

Mattern 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
2020 Q4	–	Sell	-4,038	Closed	-$339K	–	157
2020 Q3	$339K	Buy	+4,038	New	+$340K	0.15%	118
2020 Q1	–	Sell	-6,947	Closed	-$611K	–	124
2019 Q4	$611K	Buy	+6,947	New	+$605K	0.37%	83

Other funds holding HYG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mattern Wealth Management's HYG Position: Q4 2020 in Review

Mattern Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2020, closing a stake of 4,038 shares — an estimated $339K sold.

Mattern Wealth Management first reported a position in HYG in Q4 2019 and held it in 2 quarters. The position peaked at $611K in Q4 2019. 885 funds tracked by Wall St. Rank hold HYG as of Q4 2020.

Mattern Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Mattern Wealth Management sold 4,038 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2020, an estimated $339K.
Mattern Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and held it in 2 quarters.
Mattern Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $611K in Q4 2019.
885 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2020.

Based on Mattern Wealth Management's 13F filing for Q4 2020, filed 12 Feb 2021.