Pekin Hardy Strauss’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Pekin Hardy Strauss’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
2020 Q4	–	Sell	-3,650	Closed	-$306K	–	285
2020 Q3	$306K	Sell	3,650 -2,175	-37%	-$183K	0.06%	190
2020 Q2	$475K	Buy	+5,825	New	+$469K	0.1%	144
2015 Q1	–	Sell	-14,701	Closed	-$1.32M	–	191
2014 Q4	$1.32M	Buy	+14,701	New	+$1.34M	0.19%	98

Other funds holding HYG

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

Pekin Hardy Strauss's HYG Position: Q4 2020 in Review

Pekin Hardy Strauss sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2020, closing a stake of 3,650 shares — an estimated $306K sold.

Pekin Hardy Strauss first reported a position in HYG in Q4 2014 and held it in 3 quarters. The position peaked at $1.32M in Q4 2014. 885 funds tracked by Wall St. Rank hold HYG as of Q4 2020.

Pekin Hardy Strauss reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Pekin Hardy Strauss sold 3,650 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2020, an estimated $306K.
Pekin Hardy Strauss first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2014 and held it in 3 quarters.
Pekin Hardy Strauss's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.32M in Q4 2014.
885 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2020.

Based on Pekin Hardy Strauss's 13F filing for Q4 2020, filed 11 Feb 2021.