Riverview Trust Company’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Riverview Trust Company’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 Q4	–	Sell	-300	Closed	-$22.1K	–	337
2023 Q3	$22.1K	Hold	300	–	–	0.02%	359
2023 Q2	$22.5K	Hold	300	–	–	0.02%	326
2023 Q1	$22.7K	Hold	300	–	–	0.02%	324
2022 Q4	$22K	Hold	300	–	–	0.02%	320
2022 Q3	$21K	Hold	300	–	–	0.02%	354
2022 Q2	$22K	Hold	300	–	–	0.02%	365
2022 Q1	$25K	Hold	300	–	–	0.02%	387
2021 Q4	$26	Hold	300	–	–	0.02%	195
2021 Q3	$26K	Buy	+300	New	+$26.3K	0.03%	193

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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

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

JSTA

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

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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Riverview Trust Company's HYG Position: Q4 2023 in Review

Riverview Trust Company sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2023, closing a stake of 300 shares — an estimated $22.1K sold.

Riverview Trust Company first reported a position in HYG in Q3 2021 and held it in 9 quarters. The position peaked at $26K in Q3 2021. 929 funds tracked by Wall St. Rank hold HYG as of Q4 2023.

Riverview Trust Company reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Riverview Trust Company sold 300 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2023, an estimated $22.1K.
Riverview Trust Company first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2021 and held it in 9 quarters.
Riverview Trust Company's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $26K in Q3 2021.
929 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2023.

Based on Riverview Trust Company's 13F filing for Q4 2023, filed 24 Jan 2024.