New England Professional Planning Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

New England Professional Planning Group’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
2024 Q3	–	Sell	-3,038	Closed	-$234K	–	53
2024 Q2	$234K	Hold	3,038	–	–	0.12%	41
2024 Q1	$236K	Hold	3,038	–	–	0.12%	41
2023 Q4	$235K	Hold	3,038	–	–	0.13%	35
2023 Q3	$224K	Buy	3,038 +14	+0.5%	+$1.04K	0.14%	32
2023 Q2	$227K	Hold	3,024	–	–	0.13%	34
2023 Q1	$227K	Hold	3,024	–	–	0.14%	31
2022 Q4	$223K	Buy	3,024 +39	+1%	+$2.88K	0.13%	33
2022 Q3	$213K	Hold	2,985	–	–	0.15%	30
2022 Q2	$220K	Hold	2,985	–	–	0.15%	33
2022 Q1	$244K	Buy	2,985 +3	+0.1%	+$251	0.15%	33
2021 Q4	$256K	Hold	2,982	–	–	0.16%	31
2021 Q3	$260K	Hold	2,982	–	–	0.15%	31
2021 Q2	$260K	Sell	2,982 -518	-15%	-$45.2K	0.16%	32
2021 Q1	$306K	Buy	3,500 +805	+30%	+$70K	0.19%	30
2020 Q4	$235K	Buy	+2,695	New	+$231K	0.17%	34

Other funds holding HYG

CCMG

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

New England Professional Planning Group's HYG Position: Q3 2024 in Review

New England Professional Planning Group sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2024, closing a stake of 3,038 shares — an estimated $234K sold.

New England Professional Planning Group first reported a position in HYG in Q4 2020 and held it in 15 quarters. The position peaked at $306K in Q1 2021. 892 funds tracked by Wall St. Rank hold HYG as of Q3 2024.

New England Professional Planning Group reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
New England Professional Planning Group sold 3,038 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2024, an estimated $234K.
New England Professional Planning Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and held it in 15 quarters.
New England Professional Planning Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $306K in Q1 2021.
892 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2024.

Based on New England Professional Planning Group's 13F filing for Q3 2024, filed 9 Oct 2024.