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

Personal Wealth Partners’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
Q2 		– Sell
-14,315
Closed -$1.18M – 22
2022
Q1 		$1.18M Sell
14,315
-6,113
-30% -$511K 0.51% 25
2021
Q4 		$1.78M Sell
20,428
-1,332
-6% -$116K 0.73% 24
2021
Q3 		$1.9M Buy
21,760
+673
+3% +$59K 0.8% 24
2021
Q2 		$1.86M Buy
21,087
+694
+3% +$60.6K 0.75% 24
2021
Q1 		$1.78M Sell
20,393
-629
-3% -$54.7K 0.8% 23
2020
Q4 		$1.83M Sell
21,022
-290
-1% -$24.8K 0.86% 17
2020
Q3 		$1.79M Sell
21,312
-219
-1% -$18.4K 0.94% 17
2020
Q2 		$1.76M Buy
21,531
+530
+3% +$42.7K 0.96% 17
2020
Q1 		$1.62M Sell
21,001
-60
-0.3% -$5.07K 0.97% 16
2019
Q4 		$1.85M Sell
21,061
-102
-0.5% -$8.88K 0.8% 20
2019
Q3 		$1.84M Buy
21,163
+1,233
+6% +$107K 0.85% 20
2019
Q2 		$1.74M Buy
19,930
+995
+5% +$85.9K 0.83% 16
2019
Q1 		$1.64M Sell
18,935
-1,767
-9% -$150K 0.87% 16
2018
Q4 		$1.69M Buy
+20,702
New +$1.73M 1.06% 10

Other funds holding HYG

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $62.2B AUM 31.35% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Personal Wealth Partners's HYG Position: Q2 2022 in Review

Personal Wealth Partners sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2022, closing a stake of 14,315 shares — an estimated $1.18M sold.

Personal Wealth Partners first reported a position in HYG in Q4 2018 and held it in 14 quarters. The position peaked at $1.9M in Q3 2021. 789 funds tracked by Wall St. Rank hold HYG as of Q2 2022.

  • Personal Wealth Partners reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Personal Wealth Partners sold 14,315 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2022, an estimated $1.18M.
  • Personal Wealth Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and held it in 14 quarters.
  • Personal Wealth Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.9M in Q3 2021.
  • 789 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.