Outlook Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Outlook Wealth Advisors’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
2022 Q4	–	Sell	-4,101	Closed	-$293K	–	181
2022 Q3	$293K	Sell	4,101 -274	-6%	-$20.7K	0.13%	147
2022 Q2	$322K	Sell	4,375 -1,266	-22%	-$98.4K	0.13%	149
2022 Q1	$464K	Sell	5,641 -19	-0.3%	-$1.59K	0.16%	140
2021 Q4	$493K	Sell	5,660 -249	-4%	-$21.6K	0.14%	141
2021 Q3	$517K	Sell	5,909 -422	-7%	-$37K	0.17%	143
2021 Q2	$557K	Sell	6,331 -3,889	-38%	-$340K	0.18%	143
2021 Q1	$891K	Sell	10,220 -44,969	-81%	-$3.91M	0.31%	76
2020 Q4	$4.82M	Buy	55,189 +9,338	+20%	+$800K	1.75%	14
2020 Q3	$3.85M	Buy	45,851 +3,628	+9%	+$305K	1.53%	16
2020 Q2	$3.45M	Sell	42,223 -1,831	-4%	-$148K	1.46%	17
2020 Q1	$3.4M	Buy	+44,054	New	+$3.72M	1.92%	13

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JSTA

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OPAM

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Outlook Wealth Advisors's HYG Position: Q4 2022 in Review

Outlook Wealth Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2022, closing a stake of 4,101 shares — an estimated $293K sold.

Outlook Wealth Advisors first reported a position in HYG in Q1 2020 and held it in 11 quarters. The position peaked at $4.82M in Q4 2020. 896 funds tracked by Wall St. Rank hold HYG as of Q4 2022.

Outlook Wealth Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Outlook Wealth Advisors sold 4,101 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2022, an estimated $293K.
Outlook Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2020 and held it in 11 quarters.
Outlook Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.82M in Q4 2020.
896 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2022.

Based on Outlook Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.