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

Olympus 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
2024 Q1	–	Sell	-3,437	Closed	-$266K	–	19
2023 Q4	$266K	Buy	+3,437	New	+$256K	0.14%	20
2022 Q4	–	Sell	-5,086	Closed	-$363K	–	15
2022 Q3	$363K	Buy	+5,086	New	+$384K	0.16%	15
2022 Q2	–	Sell	-39,109	Closed	-$3.22M	–	14
2022 Q1	$3.22M	Buy	+39,109	New	+$3.27M	1.56%	12

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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 $58.2B AUM 22.78% 1-Year Est. Return

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

Olympus Wealth Management's HYG Position: Q1 2024 in Review

Olympus Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2024, closing a stake of 3,437 shares — an estimated $266K sold.

Olympus Wealth Management first reported a position in HYG in Q1 2022 and held it in 3 quarters. The position peaked at $3.22M in Q1 2022. 910 funds tracked by Wall St. Rank hold HYG as of Q1 2024.

Olympus Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Olympus Wealth Management sold 3,437 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2024, an estimated $266K.
Olympus Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2022 and held it in 3 quarters.
Olympus Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.22M in Q1 2022.
910 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2024.

Based on Olympus Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.