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Performa Ltd (US)’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Performa Ltd (US)’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
Q2 		– Sell
-30,000
Closed -$2.31M – 7
2020
Q1 		$2.31M Buy
+30,000
New +$2.53M 2.32% 3
2019
Q2 		– Sell
-190,000
Closed -$16.4M – 10
2019
Q1 		$16.4M Buy
+190,000
New +$16.1M 14.82% 2

Other funds holding HYG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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 $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Performa Ltd (US)'s HYG Position: Q3 2020 in Review

Performa Ltd (US) sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2020, closing a stake of 138,684 shares — an estimated $11.3M sold.

Performa Ltd (US) first reported a position in HYG in Q4 2018 and held it in 4 quarters. The position peaked at $11.3M in Q2 2020. 782 funds tracked by Wall St. Rank hold HYG as of Q3 2020.

  • Performa Ltd (US) reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Performa Ltd (US) sold 138,684 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2020, an estimated $11.3M.
  • Performa Ltd (US) first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and held it in 4 quarters.
  • Performa Ltd (US)'s iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $11.3M in Q2 2020.
  • 782 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2020.

Based on Performa Ltd (US)'s 13F filing for Q3 2020, filed 17 Nov 2020.