PKO Investment Management Joint-Stock’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

PKO Investment Management Joint-Stock’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
2018 Q4	–	Sell	-12,000	Closed	-$1.04M	–	85
2018 Q3	$1.04M	Hold	12,000	–	–	0.21%	61
2018 Q2	$1.02M	Sell	12,000 -5,000	-29%	-$428K	0.21%	64
2018 Q1	$1.46M	Buy	+17,000	New	+$1.47M	0.33%	51

Other funds holding HYG

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

MAMNY

Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return

PKO Investment Management Joint-Stock's HYG Position: Q4 2018 in Review

PKO Investment Management Joint-Stock sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2018, closing a stake of 12,000 shares — an estimated $1.04M sold.

PKO Investment Management Joint-Stock first reported a position in HYG in Q1 2018 and held it in 3 quarters. The position peaked at $1.46M in Q1 2018. 673 funds tracked by Wall St. Rank hold HYG as of Q4 2018.

PKO Investment Management Joint-Stock reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
PKO Investment Management Joint-Stock sold 12,000 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2018, an estimated $1.04M.
PKO Investment Management Joint-Stock first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2018 and held it in 3 quarters.
PKO Investment Management Joint-Stock's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.46M in Q1 2018.
673 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2018.

Based on PKO Investment Management Joint-Stock's 13F filing for Q4 2018, filed 13 Mar 2025.