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

Regal Wealth 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 Q1	–	Sell	-3,807	Closed	-$280K	–	50
2022 Q4	$280K	Buy	3,807 +23	+0.6%	+$1.7K	0.21%	36
2022 Q3	$273K	Sell	3,784 -1,414	-27%	-$107K	0.21%	36
2022 Q2	$383K	Sell	5,198 -6	-0.1%	-$467	0.28%	32
2022 Q1	$415K	Sell	5,204 -358	-6%	-$29.9K	0.26%	36
2021 Q4	$484K	Sell	5,562 -697	-11%	-$60.5K	0.27%	31
2021 Q3	$548K	Sell	6,259 -140	-2%	-$12.3K	0.33%	28
2021 Q2	$563K	Sell	6,399 -67,526	-91%	-$5.9M	0.33%	28
2021 Q1	$6.45M	Buy	73,925 +5,455	+8%	+$475K	3.79%	9
2020 Q4	$5.98M	Buy	68,470 +21,386	+45%	+$1.83M	3.64%	9
2020 Q3	$3.95M	Buy	47,084 +1,969	+4%	+$166K	3.08%	10
2020 Q2	$3.68M	Buy	45,115 +1,298	+3%	+$105K	3.04%	10
2020 Q1	$3.38M	Sell	43,817 -17,449	-28%	-$1.47M	3.31%	10
2019 Q4	$5.39M	Sell	61,266 -95	-0.2%	-$8.27K	3.49%	10
2019 Q3	$5.35M	Buy	61,361 +2,744	+5%	+$238K	3.67%	9
2019 Q2	$5.11M	Buy	58,617 +1,875	+3%	+$162K	3.55%	10
2019 Q1	$4.91M	Buy	56,742 +2,088	+4%	+$177K	3.53%	11
2018 Q4	$4.43M	Sell	54,654 -3,456	-6%	-$289K	4.04%	10
2018 Q3	$5.02M	Buy	58,110 +35,707	+159%	+$3.07M	3.44%	10
2018 Q2	$1.91M	Sell	22,403 -36,027	-62%	-$3.09M	2.03%	13
2018 Q1	$5M	Sell	58,430 -247	-0.4%	-$21.3K	3.86%	9
2017 Q4	$5.12M	Buy	58,677 +3,175	+6%	+$279K	3.62%	10
2017 Q3	$4.93M	Buy	55,502 +2,657	+5%	+$234K	3.64%	10
2017 Q2	$4.67M	Buy	52,845 +16,426	+45%	+$1.45M	3.63%	10
2017 Q1	$3.2M	Buy	36,419 +459	+1%	+$40.1K	2.44%	14
2016 Q4	$3.11M	Sell	35,960 -30,763	-46%	-$2.65M	2.53%	14
2016 Q3	$5.82M	Buy	66,723 +1,748	+3%	+$150K	5.29%	6
2016 Q2	$5.5M	Buy	64,975 +5,246	+9%	+$436K	5.19%	6
2016 Q1	$4.88M	Sell	59,729 -83	-0.1%	-$6.59K	4.7%	8
2015 Q4	$4.82M	Buy	+59,812	New	+$4.97M	4.76%	7

Other funds holding HYG

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

Jane Street New York $777B AUM 61.18% 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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Regal Wealth Group's HYG Position: Q1 2023 in Review

Regal Wealth Group sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2023, closing a stake of 3,807 shares — an estimated $280K sold.

Regal Wealth Group first reported a position in HYG in Q4 2015 and held it in 29 quarters. The position peaked at $6.45M in Q1 2021. 839 funds tracked by Wall St. Rank hold HYG as of Q1 2023.

Regal Wealth Group reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Regal Wealth Group sold 3,807 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2023, an estimated $280K.
Regal Wealth Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2015 and held it in 29 quarters.
Regal Wealth Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $6.45M in Q1 2021.
839 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2023.

Based on Regal Wealth Group's 13F filing for Q1 2023, filed 24 Apr 2023.