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

Phoenix Wealth 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	-27	Closed	-$2K	–	380
2021 Q2	$2K	Hold	27	–	–	﹤0.01%	358
2021 Q1	$2K	Hold	27	–	–	﹤0.01%	345
2020 Q4	$2K	Buy	+27	New	+$2.31K	﹤0.01%	328

Other funds holding HYG

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Phoenix Wealth Advisors's HYG Position: Q3 2021 in Review

Phoenix Wealth Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2021, closing a stake of 27 shares — an estimated $2K sold.

Phoenix Wealth Advisors first reported a position in HYG in Q4 2020 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 882 funds tracked by Wall St. Rank hold HYG as of Q3 2021.

Phoenix Wealth Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 27 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2021, an estimated $2K.
Phoenix Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and held it in 3 quarters.
Phoenix Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2K in Q2 2021.
882 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.