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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
2016
Q2 		– Sell
-915
Closed -$75K – 886
2016
Q1 		$75K Hold
915
– – 0.01% 315
2015
Q4 		$74K Buy
+915
New +$76.1K 0.01% 324

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
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.