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

Perennial 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
2021
Q3 		– Sell
-317
Closed -$28K – 154
2021
Q2 		$28K Hold
317
– – 0.01% 188
2021
Q1 		$28K Buy
+317
New +$27.6K 0.01% 185
2018
Q2 		– Sell
-26
Closed -$2K – 215
2018
Q1 		$2K Hold
26
– – ﹤0.01% 192
2017
Q4 		$2K Hold
26
– – ﹤0.01% 195
2017
Q3 		$2K Buy
26
+14
+117% +$1.24K ﹤0.01% 190
2017
Q2 		$1K Hold
12
– – ﹤0.01% 199
2017
Q1 		$1K Buy
+12
New +$1.05K ﹤0.01% 177

Other funds holding HYG

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return