Opus Investment Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Opus Investment 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 Q3	–	Sell	-3,725	Closed	-$287K	–	31
2024 Q2	$287K	Hold	3,725	–	–	0.19%	38
2024 Q1	$290K	Hold	3,725	–	–	0.19%	38
2023 Q4	$288K	Hold	3,725	–	–	0.17%	40
2023 Q3	$275K	Hold	3,725	–	–	0.17%	41
2023 Q2	$280K	Hold	3,725	–	–	0.1%	73
2023 Q1	$281K	Hold	3,725	–	–	0.1%	73
2022 Q4	$274K	Hold	3,725	–	–	0.1%	73
2022 Q3	$266K	Hold	3,725	–	–	0.06%	91
2022 Q2	$274K	Hold	3,725	–	–	0.06%	91
2022 Q1	$307K	Buy	+3,725	New	+$311K	0.05%	95

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

Opus Investment Management's HYG Position: Q3 2024 in Review

Opus Investment Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2024, closing a stake of 3,725 shares — an estimated $287K sold.

Opus Investment Management first reported a position in HYG in Q1 2022 and held it in 10 quarters. The position peaked at $307K in Q1 2022. 892 funds tracked by Wall St. Rank hold HYG as of Q3 2024.

Opus Investment Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Opus Investment Management sold 3,725 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2024, an estimated $287K.
Opus Investment Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2022 and held it in 10 quarters.
Opus Investment Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $307K in Q1 2022.
892 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2024.

Based on Opus Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.