Polaris Wealth Advisory Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Polaris Wealth Advisory 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
2023 Q3	$10.8M	Buy	146,288 +15,805	+12%	+$1.18M	0.82%	46
2023 Q2	$9.8M	Buy	130,483 +7,170	+6%	+$535K	0.74%	48
2023 Q1	$9.32M	Sell	123,313 -469,047	-79%	-$35.1M	0.69%	51
2022 Q4	$45.1M	Buy	592,360 +169,782	+40%	+$12.5M	3.36%	1
2022 Q3	$30.1M	Buy	+422,578	New	+$31.9M	2.5%	11
2022 Q2	–	Sell	-474,069	Closed	-$38.3M	–	152
2022 Q1	$38.3M	Sell	474,069 -139,531	-23%	-$11.7M	2.56%	12
2021 Q4	$53.4M	Sell	613,600 -162,760	-21%	-$14.1M	3.07%	2
2021 Q3	$67.6M	Buy	+776,360	New	+$68.1M	4.04%	2
2021 Q2	–	Sell	-623,704	Closed	-$54.4M	–	184
2021 Q1	$54.4M	Buy	623,704 +67,116	+12%	+$5.84M	3.49%	2
2020 Q4	$48.6M	Buy	556,588 +432,814	+350%	+$37.1M	3.63%	2
2020 Q3	$10.5M	Sell	123,774 -39,315	-24%	-$3.31M	0.98%	35
2020 Q2	$13.3M	Buy	+163,089	New	+$13.1M	1.05%	36
2020 Q1	–	Sell	-542,976	Closed	-$48M	–	144
2019 Q4	$48M	Buy	542,976 +516,892	+1,982%	+$45M	3.2%	1
2019 Q3	$2.25M	Buy	+26,084	New	+$2.27M	0.18%	85
2018 Q4	–	Sell	-83	Closed	-$7K	–	284
2018 Q3	$7K	Buy	+83	New	+$7.13K	﹤0.01%	427
2018 Q2	–	Sell	-83	Closed	-$7K	–	331
2018 Q1	$7K	Buy	+83	New	+$7.17K	﹤0.01%	385
2014 Q2	–	Sell	-60	Closed	-$6K	–	103
2014 Q1	$6K	Hold	60	–	–	﹤0.01%	143
2013 Q4	$6K	Hold	60	–	–	﹤0.01%	164
2013 Q3	$5.5K	Sell	60 -240,843	-100%	-$22.1M	﹤0.01%	126
2013 Q2	$21.9M	Buy	+240,903	New	+$22.6M	8.79%	3

Other funds holding HYG

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

CCMG

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

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

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Polaris Wealth Advisory Group's HYG Position: Q3 2023 in Review

Polaris Wealth Advisory Group increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 12% in Q3 2023, buying an estimated $1.18M and bringing the position to 146,288 shares worth $10.8M. The position accounts for 0.82% of the portfolio, ranked #46.

Polaris Wealth Advisory Group first reported a position in HYG in Q2 2013 and has held it in 20 quarters since. The position peaked at $67.6M in Q3 2021. 852 funds tracked by Wall St. Rank hold HYG as of Q3 2023.

Polaris Wealth Advisory Group held 146,288 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $10.8M as of Q3 2023.
Polaris Wealth Advisory Group bought 15,805 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2023, an estimated $1.18M.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.82% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #46 holding.
Polaris Wealth Advisory Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 20 quarters since.
Polaris Wealth Advisory Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $67.6M in Q3 2021.
852 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.