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Planned Solutions’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Planned Solutions’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
Q1 		– Sell
-560
Closed -$49K – 212
2020
Q4 		$49K Hold
560
– – 0.04% 199
2020
Q3 		$47K Buy
+560
New +$47.1K 0.05% 159

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Planned Solutions's HYG Position: Q1 2021 in Review

Planned Solutions sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2021, closing a stake of 560 shares — an estimated $49K sold.

Planned Solutions first reported a position in HYG in Q3 2020 and held it in 2 quarters. The position peaked at $49K in Q4 2020. 888 funds tracked by Wall St. Rank hold HYG as of Q1 2021.

  • Planned Solutions reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Planned Solutions sold 560 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2021, an estimated $49K.
  • Planned Solutions first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2020 and held it in 2 quarters.
  • Planned Solutions's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $49K in Q4 2020.
  • 888 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.