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

McNaughton 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
2023 Q1	–	Sell	-4,345	Closed	-$320K	–	54
2022 Q4	$320K	Sell	4,345 -3,700	-46%	-$273K	0.22%	48
2022 Q3	$574K	Sell	8,045 -14,779	-65%	-$1.12M	0.42%	38
2022 Q2	$1.68M	Sell	22,824 -12,337	-35%	-$959K	1.19%	26
2022 Q1	$2.89M	Buy	35,161 +267	+0.8%	+$22.3K	1.88%	20
2021 Q4	$3M	Buy	34,894 +2,006	+6%	+$174K	1.94%	18
2021 Q3	$2.88M	Buy	32,888 +1,936	+6%	+$170K	2.03%	17
2021 Q2	$2.73M	Buy	30,952 +2,673	+9%	+$233K	1.91%	17
2021 Q1	$2.46M	Buy	28,279 +2,152	+8%	+$187K	1.89%	17
2020 Q4	$2.28M	Buy	26,127 +2,003	+8%	+$172K	1.83%	20
2020 Q3	$2.02M	Buy	24,124 +11,952	+98%	+$1.01M	1.77%	20
2020 Q2	$993K	Buy	+12,172	New	+$981K	0.92%	25

Other funds holding HYG

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

BCIM

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

McNaughton Wealth Management's HYG Position: Q1 2023 in Review

McNaughton Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2023, closing a stake of 4,345 shares — an estimated $320K sold.

McNaughton Wealth Management first reported a position in HYG in Q2 2020 and held it in 11 quarters. The position peaked at $3M in Q4 2021. 839 funds tracked by Wall St. Rank hold HYG as of Q1 2023.

McNaughton Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
McNaughton Wealth Management sold 4,345 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2023, an estimated $320K.
McNaughton Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2020 and held it in 11 quarters.
McNaughton Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3M in Q4 2021.
839 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2023.

Based on McNaughton Wealth Management's 13F filing for Q1 2023, filed 12 Apr 2023.