NFP Retirement Inc’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

NFP Retirement Inc’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	-3,373	Closed	-$260K	–	291
2024 Q2	$260K	Buy	3,373 +48	+1%	+$3.69K	0.02%	242
2024 Q1	$258K	Buy	3,325 +34	+1%	+$2.63K	0.02%	240
2023 Q4	$255K	Buy	3,291 +31	+1%	+$2.31K	0.04%	211
2023 Q3	$240K	Hold	3,260	–	–	0.05%	204
2023 Q2	$245K	Buy	3,260 +18	+0.6%	+$1.34K	0.05%	203
2023 Q1	$245K	Sell	3,242 -602	-16%	-$45.1K	0.05%	210
2022 Q4	$283K	Buy	3,844 +23	+0.6%	+$1.7K	0.06%	193
2022 Q3	$273K	Sell	3,821 -110	-3%	-$8.31K	0.07%	190
2022 Q2	$289K	Buy	3,931 +31	+0.8%	+$2.41K	0.07%	187
2022 Q1	$321K	Buy	+3,900	New	+$326K	0.08%	175

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

NFP Retirement Inc's HYG Position: Q3 2024 in Review

NFP Retirement Inc sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2024, closing a stake of 3,373 shares — an estimated $260K sold.

NFP Retirement Inc first reported a position in HYG in Q1 2022 and held it in 10 quarters. The position peaked at $321K in Q1 2022. 892 funds tracked by Wall St. Rank hold HYG as of Q3 2024.

NFP Retirement Inc reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
NFP Retirement Inc sold 3,373 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2024, an estimated $260K.
NFP Retirement Inc first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2022 and held it in 10 quarters.
NFP Retirement Inc's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $321K in Q1 2022.
892 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2024.

Based on NFP Retirement Inc's 13F filing for Q3 2024, filed 13 Feb 2025.