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

Rise 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
2024 Q3	–	Sell	-332	Closed	-$25.6K	–	1245
2024 Q2	$25.6K	Buy	332 +5	+2%	+$384	0.01%	463
2024 Q1	$25.4K	Buy	327 +3	+0.9%	+$232	0.01%	482
2023 Q4	$35K	Buy	324 +7	+2%	+$522	0.02%	196
2023 Q3	$23.4K	Hold	317	–	–	0.02%	217
2023 Q2	$23.8K	Buy	317 +5	+2%	+$373	0.02%	220
2023 Q1	$23.6K	Buy	312 +3	+1%	+$225	0.02%	231
2022 Q4	$22.8K	Buy	309 +6	+2%	+$442	0.02%	233
2022 Q3	$22K	Buy	303 +4	+1%	+$302	0.02%	229
2022 Q2	$22K	Buy	299 +7	+2%	+$544	0.02%	225
2022 Q1	$24K	Buy	292 +2	+0.7%	+$167	0.02%	224
2021 Q4	$25.2K	Buy	+290	New	+$25.2K	0.02%	219

Other funds holding HYG

CCMG

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

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

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

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

Rise Advisors's HYG Position: Q3 2024 in Review

Rise Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2024, closing a stake of 332 shares — an estimated $25.6K sold.

Rise Advisors first reported a position in HYG in Q4 2021 and held it in 11 quarters. The position peaked at $35K in Q4 2023. 892 funds tracked by Wall St. Rank hold HYG as of Q3 2024.

Rise Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Rise Advisors sold 332 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2024, an estimated $25.6K.
Rise Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and held it in 11 quarters.
Rise Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $35K in Q4 2023.
892 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2024.

Based on Rise Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.