Meridian Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Meridian Wealth Advisors’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	-3,250	Closed	-$283K	–	216
2021 Q4	$283K	Hold	3,250	–	–	0.07%	165
2021 Q3	$284K	Hold	3,250	–	–	0.08%	159
2021 Q2	$286K	Hold	3,250	–	–	0.08%	157
2021 Q1	$283K	Buy	+3,250	New	+$283K	0.09%	141

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

Meridian Wealth Advisors's HYG Position: Q1 2022 in Review

Meridian Wealth Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2022, closing a stake of 3,250 shares — an estimated $283K sold.

Meridian Wealth Advisors first reported a position in HYG in Q1 2021 and held it in 4 quarters. The position peaked at $286K in Q2 2021. 877 funds tracked by Wall St. Rank hold HYG as of Q1 2022.

Meridian Wealth Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Meridian Wealth Advisors sold 3,250 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2022, an estimated $283K.
Meridian Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2021 and held it in 4 quarters.
Meridian Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $286K in Q2 2021.
877 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2022.

Based on Meridian Wealth Advisors's 13F filing for Q1 2022, filed 12 May 2022.