Michelson Medical Research Foundation’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Michelson Medical Research Foundation’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
2024 Q2	–	Sell	-255,130	Closed	-$19.8M	–	30
2024 Q1	$19.8M	Hold	255,130	–	–	12.02%	1
2023 Q4	$19.7M	Hold	255,130	–	–	13.02%	1
2023 Q3	$18.8M	Hold	255,130	–	–	12.7%	1
2023 Q2	$19.2M	Hold	255,130	–	–	13.63%	1
2023 Q1	$19.3M	Hold	255,130	–	–	15.11%	1
2022 Q4	$18.8M	Buy	+255,130	New	+$18.8M	12.17%	1

Other funds holding HYG

CCMG

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

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

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

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

JSTA

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BCIM

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

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

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

Michelson Medical Research Foundation's HYG Position: Q2 2024 in Review

Michelson Medical Research Foundation sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2024, closing a stake of 255,130 shares — an estimated $19.8M sold.

Michelson Medical Research Foundation first reported a position in HYG in Q4 2022 and held it in 6 quarters. The position peaked at $19.8M in Q1 2024. 893 funds tracked by Wall St. Rank hold HYG as of Q2 2024.

Michelson Medical Research Foundation reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Michelson Medical Research Foundation sold 255,130 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2024, an estimated $19.8M.
Michelson Medical Research Foundation first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and held it in 6 quarters.
Michelson Medical Research Foundation's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $19.8M in Q1 2024.
893 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2024.

Based on Michelson Medical Research Foundation's 13F filing for Q2 2024, filed 14 Aug 2024.