Mine & Arao Wealth Creation & Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Mine & Arao Wealth Creation & 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
2022 Q4	–	Sell	-518	Closed	-$37K	–	332
2022 Q3	$37K	Sell	518 -998	-66%	-$75.4K	0.03%	147
2022 Q2	$112K	Buy	1,516 +10	+0.7%	+$778	0.08%	95
2022 Q1	$124K	Buy	1,506 +3	+0.2%	+$251	0.07%	98
2021 Q4	$131K	Buy	1,503 +7	+0.5%	+$607	0.07%	96
2021 Q3	$131K	Buy	1,496 +4	+0.3%	+$351	0.08%	88
2021 Q2	$131K	Buy	1,492 +5	+0.3%	+$437	0.08%	90
2021 Q1	$130K	Buy	1,487 +848	+133%	+$73.8K	0.09%	90
2020 Q4	$56K	Buy	639 +8	+1%	+$685	0.04%	122
2020 Q3	$53K	Buy	631 +161	+34%	+$13.6K	0.04%	119
2020 Q2	$38K	Buy	470 +7	+2%	+$564	0.04%	129
2020 Q1	$36K	Buy	463 +4	+0.9%	+$338	0.04%	118
2019 Q4	$40K	Buy	+459	New	+$39.9K	0.04%	137

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's HYG Position: Q4 2022 in Review

Mine & Arao Wealth Creation & Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2022, closing a stake of 518 shares — an estimated $37K sold.

Mine & Arao Wealth Creation & Management first reported a position in HYG in Q4 2019 and held it in 12 quarters. The position peaked at $131K in Q4 2021. 896 funds tracked by Wall St. Rank hold HYG as of Q4 2022.

Mine & Arao Wealth Creation & Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 518 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2022, an estimated $37K.
Mine & Arao Wealth Creation & Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and held it in 12 quarters.
Mine & Arao Wealth Creation & Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $131K in Q4 2021.
896 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2022.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q4 2022, filed 6 Feb 2023.