Reilly Financial Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Reilly Financial Advisors’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 Q4	$104K	Buy	1,195 +873	+271%	+$75.7K	0.01%	282
2021 Q3	$28K	Buy	322 +67	+26%	+$5.88K	﹤0.01%	468
2021 Q2	$22K	Buy	255 +50	+24%	+$4.37K	﹤0.01%	536
2021 Q1	$18K	Hold	205	–	–	﹤0.01%	558
2020 Q4	$18K	Hold	205	–	–	﹤0.01%	515
2020 Q3	$17K	Hold	205	–	–	﹤0.01%	468
2020 Q2	$17K	Sell	205 -55	-21%	-$4.43K	﹤0.01%	478
2020 Q1	$20K	Hold	260	–	–	﹤0.01%	422
2019 Q4	$23K	Hold	260	–	–	﹤0.01%	470
2019 Q3	$23K	Sell	260 -1,635	-86%	-$142K	﹤0.01%	474
2019 Q2	$165K	Buy	1,895 +1,457	+333%	+$126K	0.02%	197
2019 Q1	$38K	Hold	438	–	–	﹤0.01%	394
2018 Q4	$36K	Sell	438 -175	-29%	-$14.6K	0.01%	386
2018 Q3	$53K	Hold	613	–	–	0.01%	348
2018 Q2	$52K	Sell	613 -15	-2%	-$1.28K	0.01%	306
2018 Q1	$54K	Hold	628	–	–	0.01%	294
2017 Q4	$55K	Hold	628	–	–	0.01%	315
2017 Q3	$56K	Sell	628 -75	-11%	-$6.62K	0.01%	294
2017 Q2	$62K	Buy	703 +93	+15%	+$8.19K	0.01%	279
2017 Q1	$54K	Hold	610	–	–	0.01%	276
2016 Q4	$53K	Hold	610	–	–	0.01%	266
2016 Q3	$53K	Hold	610	–	–	0.01%	256
2016 Q2	$52K	Buy	+610	New	+$50.7K	0.01%	251
2015 Q4	–	Sell	-1,015	Closed	-$84.4K	–	1286
2015 Q3	$85K	Sell	1,015 -142	-12%	-$12.3K	0.02%	283
2015 Q2	$103K	Buy	1,157 +62	+6%	+$5.61K	0.02%	278
2015 Q1	$99K	Sell	1,095 -100	-8%	-$9.05K	0.02%	280
2014 Q4	$107K	Sell	1,195 -94	-7%	-$8.56K	0.03%	185
2014 Q3	$119K	Sell	1,289 -666	-34%	-$62.3K	0.03%	163
2014 Q2	$185K	Buy	1,955 +670	+52%	+$63.3K	0.04%	122
2014 Q1	$121K	Sell	1,285 -570	-31%	-$53.5K	0.03%	161
2013 Q4	$172K	Sell	1,855 -566	-23%	-$52.6K	0.04%	117
2013 Q3	$222K	Sell	2,421 -1,924	-44%	-$176K	0.06%	98
2013 Q2	$394K	Buy	+4,345	New	+$408K	0.12%	76

Other funds holding HYG

Goldman Sachs New York $871B AUM 31.28% 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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Reilly Financial Advisors's HYG Position: Q4 2021 in Review

Reilly Financial Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 271% in Q4 2021, buying an estimated $75.7K and bringing the position to 1,195 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #282.

Reilly Financial Advisors first reported a position in HYG in Q2 2013 and has held it in 33 quarters since. The position peaked at $394K in Q2 2013. 951 funds tracked by Wall St. Rank hold HYG as of Q4 2021.

Reilly Financial Advisors held 1,195 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $104K as of Q4 2021.
Reilly Financial Advisors bought 873 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2021, an estimated $75.7K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #282 holding.
Reilly Financial Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 33 quarters since.
Reilly Financial Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $394K in Q2 2013.
951 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.