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Ritter Daniher Financial Advisory’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Ritter Daniher Financial Advisory’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 		– Sell
-750
Closed -$66K – 241
2021
Q3 		$66K Buy
+750
New +$65.8K 0.05% 99

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

Ritter Daniher Financial Advisory's HYG Position: Q4 2021 in Review

Ritter Daniher Financial Advisory sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2021, closing a stake of 750 shares — an estimated $66K sold.

Ritter Daniher Financial Advisory first reported a position in HYG in Q3 2021 and held it in 1 quarter. The position peaked at $66K in Q3 2021. 951 funds tracked by Wall St. Rank hold HYG as of Q4 2021.

  • Ritter Daniher Financial Advisory reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 750 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2021, an estimated $66K.
  • Ritter Daniher Financial Advisory first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2021 and held it in 1 quarter.
  • Ritter Daniher Financial Advisory's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $66K in Q3 2021.
  • 951 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2021.

Based on Ritter Daniher Financial Advisory's 13F filing for Q4 2021, filed 9 Feb 2022.