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

Mission 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
2022 Q4	–	Sell	-3,555	Closed	-$254K	–	535
2022 Q3	$254K	Buy	3,555 +166	+5%	+$12.5K	0.01%	425
2022 Q2	$249K	Buy	+3,389	New	+$264K	0.01%	436
2022 Q1	–	Sell	-3,803	Closed	-$331K	–	551
2021 Q4	$331K	Sell	3,803 -105	-3%	-$9.11K	0.01%	411
2021 Q3	$342K	Buy	3,908 +750	+24%	+$65.8K	0.02%	377
2021 Q2	$278K	Sell	3,158 -46	-1%	-$4.02K	0.01%	417
2021 Q1	$279K	Sell	3,204 -1,050	-25%	-$91.3K	0.02%	375
2020 Q4	$371K	Sell	4,254 -3,573	-46%	-$306K	0.02%	297
2020 Q3	$657K	Sell	7,827 -1,253	-14%	-$105K	0.05%	165
2020 Q2	$741K	Sell	9,080 -9	-0.1%	-$725	0.06%	145
2020 Q1	$700K	Buy	9,089 +1,101	+14%	+$93K	0.08%	124
2019 Q4	$702K	Buy	7,988 +105	+1%	+$9.14K	0.07%	146
2019 Q3	$687K	Sell	7,883 -1,831	-19%	-$159K	0.07%	136
2019 Q2	$847K	Sell	9,714 -512	-5%	-$44.2K	0.09%	115
2019 Q1	$884K	Sell	10,226 -1,627	-14%	-$138K	0.1%	105
2018 Q4	$961K	Buy	11,853 +803	+7%	+$67.2K	0.13%	92
2018 Q3	$955K	Buy	11,050 +1,755	+19%	+$151K	0.13%	95
2018 Q2	$791K	Buy	9,295 +6,122	+193%	+$524K	0.12%	98
2018 Q1	$272K	Buy	3,173 +62	+2%	+$5.36K	0.04%	175
2017 Q4	$271K	Buy	3,111 +12	+0.4%	+$1.05K	0.05%	165
2017 Q3	$275K	Buy	3,099 +619	+25%	+$54.6K	0.05%	149
2017 Q2	$219K	Buy	2,480 +170	+7%	+$15K	0.04%	172
2017 Q1	$203K	Buy	+2,310	New	+$202K	0.04%	178

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 22.96% 1-Year Est. Return

Mission Wealth Management's HYG Position: Q4 2022 in Review

Mission Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2022, closing a stake of 3,555 shares — an estimated $254K sold.

Mission Wealth Management first reported a position in HYG in Q1 2017 and held it in 22 quarters. The position peaked at $961K in Q4 2018. 896 funds tracked by Wall St. Rank hold HYG as of Q4 2022.

Mission Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Mission Wealth Management sold 3,555 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2022, an estimated $254K.
Mission Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2017 and held it in 22 quarters.
Mission Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $961K in Q4 2018.
896 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2022.

Based on Mission Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.