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

Provence Wealth Management 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
Q4 		$3.33K Hold
43
– – ﹤0.01% 380
2023
Q3 		$3.17K Buy
+43
New +$3.21K ﹤0.01% 384

Other funds holding HYG

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Provence Wealth Management Group's HYG Position: Q4 2023 in Review

Provence Wealth Management Group held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q4 2023 at 43 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Provence Wealth Management Group first reported a position in HYG in Q3 2023 and has held it in 2 quarters since. 929 funds tracked by Wall St. Rank hold HYG as of Q4 2023.

  • Provence Wealth Management Group held 43 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.33K as of Q4 2023.
  • Provence Wealth Management Group left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q4 2023.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #380 holding.
  • Provence Wealth Management Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2023 and has held it in 2 quarters since.
  • 929 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.