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

Personal Capital 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
2022 Q4	$840K	Buy	11,403 +2,799	+33%	+$206K	﹤0.01%	251
2022 Q3	$614K	Sell	8,604 -6,191	-42%	-$468K	﹤0.01%	264
2022 Q2	$1.09M	Buy	14,795 +4,145	+39%	+$322K	0.01%	231
2022 Q1	$876K	Sell	10,650 -1,472	-12%	-$123K	﹤0.01%	255
2021 Q4	$1.3M	Buy	12,122 +9,371	+341%	+$813K	0.01%	253
2021 Q3	$241K	Sell	2,751 -454	-14%	-$39.8K	﹤0.01%	450
2021 Q2	$282K	Buy	3,205 +884	+38%	+$77.2K	﹤0.01%	405
2021 Q1	$202K	Sell	2,321 -1,596	-41%	-$139K	﹤0.01%	462
2020 Q4	$342K	Buy	3,917 +1,454	+59%	+$124K	﹤0.01%	359
2020 Q3	$207K	Sell	2,463 -896	-27%	-$75.4K	﹤0.01%	396
2020 Q2	$274K	Buy	3,359 +619	+23%	+$49.9K	﹤0.01%	303
2020 Q1	$252K	Sell	2,740 -3,026	-52%	-$256K	﹤0.01%	304
2019 Q4	$507K	Buy	5,766 +705	+14%	+$61.4K	﹤0.01%	261
2019 Q3	$441K	Sell	5,061 -216	-4%	-$18.8K	﹤0.01%	258
2019 Q2	$460K	Sell	5,277 -400	-7%	-$34.5K	﹤0.01%	242
2019 Q1	$491K	Sell	5,677 -2,703	-32%	-$230K	0.01%	236
2018 Q4	$680K	Sell	8,380 -46,453	-85%	-$3.89M	0.01%	212
2018 Q3	$4.74M	Buy	+54,833	New	+$4.71M	0.06%	137
2018 Q1	–	Sell	-11,934	Closed	-$1.04M	–	268
2017 Q4	$1.04M	Buy	+11,934	New	+$1.05M	0.02%	176
2017 Q1	–	Sell	-13,086	Closed	-$1.13M	–	213
2016 Q4	$1.13M	Buy	+13,086	New	+$1.13M	0.03%	136
2016 Q3	–	Sell	-21,589	Closed	-$1.83M	–	182
2016 Q2	$1.83M	Buy	+21,589	New	+$1.79M	0.07%	129
2016 Q1	–	Sell	-48,944	Closed	-$3.94M	–	168
2015 Q4	$3.94M	Buy	+48,944	New	+$4.07M	0.22%	94

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Personal Capital Advisors's HYG Position: Q4 2022 in Review

Personal Capital Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 33% in Q4 2022, buying an estimated $206K and bringing the position to 11,403 shares worth $840K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Personal Capital Advisors first reported a position in HYG in Q4 2015 and has held it in 22 quarters since. The position peaked at $4.74M in Q3 2018. 896 funds tracked by Wall St. Rank hold HYG as of Q4 2022.

Personal Capital Advisors held 11,403 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $840K as of Q4 2022.
Personal Capital Advisors bought 2,799 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2022, an estimated $206K.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #251 holding.
Personal Capital Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2015 and has held it in 22 quarters since.
Personal Capital Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.74M in Q3 2018.
896 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.