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

MinichMacGregor 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	-886	Closed	-$65.2K	–	323
2022 Q4	$65.2K	Buy	+886	New	+$65.3K	0.02%	162
2018 Q4	–	Sell	-10	Closed	–	–	265
2018 Q3	$0	Sell	10 -4	-29%	-$344	﹤0.01%	546
2018 Q2	$1K	Sell	14 -167	-92%	-$14.3K	﹤0.01%	487
2018 Q1	$15K	Hold	181	–	–	0.01%	240
2017 Q4	$15K	Hold	181	–	–	0.01%	241
2017 Q3	$16K	Hold	181	–	–	0.01%	220
2017 Q2	$15K	Hold	181	–	–	0.01%	223
2017 Q1	$15K	Hold	181	–	–	0.01%	217
2016 Q4	$15K	Buy	181 +22	+14%	+$1.89K	0.01%	203
2016 Q3	$13K	Hold	159	–	–	0.01%	231
2016 Q2	$13K	Hold	159	–	–	0.01%	222
2016 Q1	$12K	Hold	159	–	–	0.01%	221
2015 Q4	$14K	Buy	+159	New	+$13.2K	0.01%	196

Other funds holding HYG

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

JSTA

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

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

MinichMacGregor Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2023, closing a stake of 886 shares — an estimated $65.2K sold.

MinichMacGregor Wealth Management first reported a position in HYG in Q4 2015 and held it in 13 quarters. The position peaked at $65.2K in Q4 2022. 838 funds tracked by Wall St. Rank hold HYG as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 886 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2023, an estimated $65.2K.
MinichMacGregor Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $65.2K in Q4 2022.
838 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.