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

Oxinas Partners 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 Q3	–	Sell	-6,959	Closed	-$537K	–	122
2024 Q2	$537K	Sell	6,959 -42	-0.6%	-$3.23K	0.36%	64
2024 Q1	$544K	Buy	+7,001	New	+$541K	0.35%	63
2021 Q4	–	Sell	-10,476	Closed	-$917K	–	164
2021 Q3	$917K	Sell	10,476 -8,250	-44%	-$724K	0.53%	56
2021 Q2	$1.65M	Buy	18,726 +12,245	+189%	+$1.07M	0.94%	25
2021 Q1	$565K	Buy	+6,481	New	+$564K	0.36%	72

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

Oxinas Partners Wealth Management's HYG Position: Q3 2024 in Review

Oxinas Partners Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2024, closing a stake of 6,959 shares — an estimated $537K sold.

Oxinas Partners Wealth Management first reported a position in HYG in Q1 2021 and held it in 5 quarters. The position peaked at $1.65M in Q2 2021. 892 funds tracked by Wall St. Rank hold HYG as of Q3 2024.

Oxinas Partners Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Oxinas Partners Wealth Management sold 6,959 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2024, an estimated $537K.
Oxinas Partners Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2021 and held it in 5 quarters.
Oxinas Partners Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.65M in Q2 2021.
892 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2024.

Based on Oxinas Partners Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.