Menard Financial Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Menard Financial Group’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 Q1	–	Sell	-22,556	Closed	-$1.96M	–	136
2021 Q4	$1.96M	Buy	22,556 +421	+2%	+$36.5K	1.61%	10
2021 Q3	$1.94M	Buy	22,135 +672	+3%	+$58.9K	1.7%	11
2021 Q2	$1.89M	Buy	21,463 +4,160	+24%	+$363K	1.79%	13
2021 Q1	$1.51M	Sell	17,303 -3,444	-17%	-$300K	1.62%	15
2020 Q4	$1.81M	Sell	20,747 -787	-4%	-$67.4K	1.95%	12
2020 Q3	$1.81M	Buy	+21,534	New	+$1.81M	2.09%	12
2020 Q2	–	Sell	-31,583	Closed	-$2.43M	–	113
2020 Q1	$2.43M	Buy	31,583 +14,905	+89%	+$1.26M	8.03%	6
2019 Q4	$1.47M	Buy	+16,678	New	+$1.45M	1.41%	15

Other funds holding HYG

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

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

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

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

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

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

Menard Financial Group's HYG Position: Q1 2022 in Review

Menard Financial Group sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2022, closing a stake of 22,556 shares — an estimated $1.96M sold.

Menard Financial Group first reported a position in HYG in Q4 2019 and held it in 8 quarters. The position peaked at $2.43M in Q1 2020. 877 funds tracked by Wall St. Rank hold HYG as of Q1 2022.

Menard Financial Group reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Menard Financial Group sold 22,556 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2022, an estimated $1.96M.
Menard Financial Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and held it in 8 quarters.
Menard Financial Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.43M in Q1 2020.
877 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2022.

Based on Menard Financial Group's 13F filing for Q1 2022, filed 25 Apr 2022.