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

Peninsula Wealth’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	-4,845	Closed	-$406K	–	33
2020 Q3	$406K	Buy	4,845 +595	+14%	+$50.1K	0.17%	33
2020 Q2	$347K	Sell	4,250 -729	-15%	-$58.8K	0.16%	32
2020 Q1	$384K	Buy	4,979 +997	+25%	+$84.2K	0.21%	26
2019 Q4	$350K	Sell	3,982 -1,331	-25%	-$116K	0.16%	24
2019 Q3	$463K	Buy	5,313 +719	+16%	+$62.4K	0.23%	20
2019 Q2	$400K	Sell	4,594 -459	-9%	-$39.6K	0.21%	21
2019 Q1	$436K	Sell	5,053 -74	-1%	-$6.28K	0.24%	18
2018 Q4	$415K	Buy	5,127 +854	+20%	+$71.5K	0.26%	19
2018 Q3	$369K	Buy	4,273 +31	+0.7%	+$2.66K	0.2%	19
2018 Q2	$362K	Buy	4,242 +29	+0.7%	+$2.48K	0.21%	19
2018 Q1	$361K	Buy	+4,213	New	+$364K	0.22%	19

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

Peninsula Wealth's HYG Position: Q4 2020 in Review

Peninsula Wealth sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2020, closing a stake of 4,845 shares — an estimated $406K sold.

Peninsula Wealth first reported a position in HYG in Q1 2018 and held it in 11 quarters. The position peaked at $463K in Q3 2019. 885 funds tracked by Wall St. Rank hold HYG as of Q4 2020.

Peninsula Wealth reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Peninsula Wealth sold 4,845 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2020, an estimated $406K.
Peninsula Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2018 and held it in 11 quarters.
Peninsula Wealth's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $463K in Q3 2019.
885 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2020.

Based on Peninsula Wealth's 13F filing for Q4 2020, filed 10 Feb 2021.