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

New Legacy 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
2023 Q3	$2.7M	Hold	36,600	–	–	7.38%	4
2023 Q2	$2.75M	Hold	36,600	–	–	6.95%	4
2023 Q1	$2.77M	Hold	36,600	–	–	7.86%	3
2022 Q4	$2.69M	Hold	36,600	–	–	8.38%	3
2022 Q3	$2.61M	Hold	36,600	–	–	6.74%	4
2022 Q2	$2.69M	Hold	36,600	–	–	5.46%	4
2022 Q1	$3.01M	Buy	36,600 +1,200	+3%	+$100K	1.13%	4
2021 Q4	$3.08M	Buy	+35,400	New	+$3.07M	0.6%	5

Other funds holding HYG

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

CCMG

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

Jane Street New York $777B AUM 61.18% 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

JSTA

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

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

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

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

New Legacy Group's HYG Position: Q3 2023 in Review

New Legacy Group held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q3 2023 at 36,600 shares worth $2.7M. The position accounts for 7.38% of the portfolio, ranked #4.

New Legacy Group first reported a position in HYG in Q4 2021 and has held it in 8 quarters since. The position peaked at $3.08M in Q4 2021. 852 funds tracked by Wall St. Rank hold HYG as of Q3 2023.

New Legacy Group held 36,600 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $2.7M as of Q3 2023.
New Legacy Group left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q3 2023.
iShares iBoxx $ High Yield Corporate Bond ETF made up 7.38% of New Legacy Group's portfolio in Q3 2023, its #4 holding.
New Legacy Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and has held it in 8 quarters since.
New Legacy Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.08M in Q4 2021.
852 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2023.

Based on New Legacy Group's 13F filing for Q3 2023, filed 14 Nov 2023.