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

Pacific Capital 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
2024 Q4	–	Sell	-317	Closed	-$25.5K	–	441
2024 Q3	$25.5K	Buy	+317	New	+$24.9K	﹤0.01%	210
2020 Q4	–	Sell	-1,792	Closed	-$150K	–	113
2020 Q3	$150K	Buy	+1,792	New	+$151K	0.09%	70

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pacific Capital Wealth Advisors's HYG Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2024, closing a stake of 317 shares — an estimated $25.5K sold.

Pacific Capital Wealth Advisors first reported a position in HYG in Q3 2020 and held it in 2 quarters. The position peaked at $150K in Q3 2020. 982 funds tracked by Wall St. Rank hold HYG as of Q4 2024.

Pacific Capital Wealth Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 317 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2024, an estimated $25.5K.
Pacific Capital Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2020 and held it in 2 quarters.
Pacific Capital Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $150K in Q3 2020.
982 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.