Moisand Fitzgerald Tamayo’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Moisand Fitzgerald Tamayo’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 Q4	–	Sell	-13	Closed	-$959	–	727
2023 Q3	$959	Buy	+13	New	+$971	﹤0.01%	667
2023 Q1	–	Sell	-199	Closed	-$14.7K	–	794
2022 Q4	$14.7K	Buy	+199	New	+$14.7K	﹤0.01%	282

Other funds holding HYG

CCMG

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

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

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

BCIM

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

Moisand Fitzgerald Tamayo's HYG Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2023, closing a stake of 13 shares — an estimated $959 sold.

Moisand Fitzgerald Tamayo first reported a position in HYG in Q4 2022 and held it in 2 quarters. The position peaked at $14.7K in Q4 2022. 929 funds tracked by Wall St. Rank hold HYG as of Q4 2023.

Moisand Fitzgerald Tamayo reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 13 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2023, an estimated $959.
Moisand Fitzgerald Tamayo first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
Moisand Fitzgerald Tamayo's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $14.7K in Q4 2022.
929 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.