McKinley Carter Wealth Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

McKinley Carter Wealth Services’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 Q3	–	Sell	-3,112	Closed	-$229K	–	287
2022 Q2	$229K	Sell	3,112 -2,314	-43%	-$180K	0.02%	272
2022 Q1	$446K	Sell	5,426 -1,353	-20%	-$113K	0.03%	208
2021 Q4	$590K	Sell	6,779 -2,008	-23%	-$174K	0.04%	178
2021 Q3	$769K	Sell	8,787 -292	-3%	-$25.6K	0.06%	156
2021 Q2	$799K	Sell	9,079 -4,567	-33%	-$399K	0.07%	155
2021 Q1	$1.19M	Sell	13,646 -112	-0.8%	-$9.74K	0.1%	140
2020 Q4	$1.2M	Buy	+13,758	New	+$1.18M	0.16%	119

Other funds holding HYG

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

Morgan Stanley New York $1.66T AUM 25.57% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

McKinley Carter Wealth Services's HYG Position: Q3 2022 in Review

McKinley Carter Wealth Services sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2022, closing a stake of 3,112 shares — an estimated $229K sold.

McKinley Carter Wealth Services first reported a position in HYG in Q4 2020 and held it in 7 quarters. The position peaked at $1.2M in Q4 2020. 782 funds tracked by Wall St. Rank hold HYG as of Q3 2022.

McKinley Carter Wealth Services reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
McKinley Carter Wealth Services sold 3,112 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2022, an estimated $229K.
McKinley Carter Wealth Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
McKinley Carter Wealth Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.2M in Q4 2020.
782 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2022.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2022, filed 24 Oct 2022.