Piershale Financial Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Piershale Financial Group’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 Q1	–	Sell	-8,020	Closed	-$698K	–	13
2021 Q4	$698K	Buy	8,020 +1,176	+17%	+$102K	0.27%	11
2021 Q3	$599K	Sell	6,844 -296,767	-98%	-$26M	0.25%	22
2021 Q2	$26.7M	Buy	303,611 +36,398	+14%	+$3.18M	10.53%	5
2021 Q1	$23.3M	Buy	267,213 +258,158	+2,851%	+$22.5M	10.08%	5
2020 Q4	$791K	Sell	9,055 -632	-7%	-$54.1K	0.38%	15
2020 Q3	$813K	Buy	+9,687	New	+$815K	0.47%	8
2016 Q1	–	Sell	-100	Closed	-$8K	–	162
2015 Q4	$8K	Buy	+100	New	+$8.31K	﹤0.01%	132

Other funds holding HYG

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Piershale Financial Group's HYG Position: Q1 2022 in Review

Piershale Financial Group sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2022, closing a stake of 8,020 shares — an estimated $698K sold.

Piershale Financial Group first reported a position in HYG in Q4 2015 and held it in 7 quarters. The position peaked at $26.7M in Q2 2021. 877 funds tracked by Wall St. Rank hold HYG as of Q1 2022.

Piershale Financial Group reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Piershale Financial Group sold 8,020 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2022, an estimated $698K.
Piershale Financial Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2015 and held it in 7 quarters.
Piershale Financial Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $26.7M in Q2 2021.
877 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2022.

Based on Piershale Financial Group's 13F filing for Q1 2022, filed 11 Apr 2022.