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

Moulton 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
2021 Q4	–	Sell	-73,469	Closed	-$6.42M	–	31
2021 Q3	$6.42M	Buy	73,469 +24,083	+49%	+$2.11M	4.79%	7
2021 Q2	$4.35M	Buy	49,386 +9,477	+24%	+$827K	3.17%	16
2021 Q1	$3.48M	Sell	39,909 -34,584	-46%	-$3.01M	2.63%	15
2020 Q4	$6.47M	Buy	+74,493	New	+$6.38M	5.21%	5

Other funds holding HYG

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

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Moulton Wealth Management's HYG Position: Q4 2021 in Review

Moulton Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2021, closing a stake of 73,469 shares — an estimated $6.42M sold.

Moulton Wealth Management first reported a position in HYG in Q4 2020 and held it in 4 quarters. The position peaked at $6.47M in Q4 2020. 950 funds tracked by Wall St. Rank hold HYG as of Q4 2021.

Moulton Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Moulton Wealth Management sold 73,469 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2021, an estimated $6.42M.
Moulton Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
Moulton Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $6.47M in Q4 2020.
950 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2021.

Based on Moulton Wealth Management's 13F filing for Q4 2021, filed 12 Jan 2022.