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

Ritholtz Wealth Management’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	-13,510	Closed	-$995K	–	655
2022 Q4	$995K	Buy	13,510 +274	+2%	+$20.2K	0.06%	232
2022 Q3	$945K	Buy	13,236 +172	+1%	+$13K	0.05%	257
2022 Q2	$962K	Buy	13,064 +155	+1%	+$12.1K	0.06%	189
2022 Q1	$1.06M	Buy	12,909 +94	+0.7%	+$7.86K	0.07%	169
2021 Q4	$1.11M	Buy	12,815 +183	+1%	+$15.9K	0.07%	151
2021 Q3	$1.1M	Sell	12,632 -786	-6%	-$68.9K	0.08%	127
2021 Q2	$1.18M	Buy	13,418 +149	+1%	+$13K	0.09%	117
2021 Q1	$1.16M	Sell	13,269 -55	-0.4%	-$4.79K	0.1%	97
2020 Q4	$1.16M	Buy	13,324 +364	+3%	+$31.2K	0.11%	80
2020 Q3	$1.09M	Sell	12,960 -1,278	-9%	-$108K	0.12%	72
2020 Q2	$1.16M	Buy	14,238 +406	+3%	+$32.7K	0.15%	60
2020 Q1	$1.07M	Buy	+13,832	New	+$1.17M	0.17%	48

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 $4.81B AUM 4.62% 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

Ritholtz Wealth Management's HYG Position: Q1 2023 in Review

Ritholtz Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2023, closing a stake of 13,510 shares — an estimated $995K sold.

Ritholtz Wealth Management first reported a position in HYG in Q1 2020 and held it in 12 quarters. The position peaked at $1.18M in Q2 2021. 839 funds tracked by Wall St. Rank hold HYG as of Q1 2023.

Ritholtz Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Ritholtz Wealth Management sold 13,510 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2023, an estimated $995K.
Ritholtz Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2020 and held it in 12 quarters.
Ritholtz Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.18M in Q2 2021.
839 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2023.

Based on Ritholtz Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.