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Samalin Investment Counsel’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Samalin Investment Counsel’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
2020
Q4 		– Sell
-3,053
Closed -$256K – 228
2020
Q3 		$256K Sell
3,053
-835
-21% -$70.3K 0.23% 146
2020
Q2 		$317K Sell
3,888
-467
-11% -$37.6K 0.33% 99
2020
Q1 		$335K Buy
4,355
+14
+0.3% +$1.18K 0.45% 70
2019
Q4 		$381K Buy
+4,341
New +$378K 0.32% 85

Other funds holding HYG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MCM
Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Samalin Investment Counsel's HYG Position: Q4 2020 in Review

Samalin Investment Counsel sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2020, closing a stake of 3,053 shares — an estimated $256K sold.

Samalin Investment Counsel first reported a position in HYG in Q4 2019 and held it in 4 quarters. The position peaked at $381K in Q4 2019. 885 funds tracked by Wall St. Rank hold HYG as of Q4 2020.

  • Samalin Investment Counsel reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Samalin Investment Counsel sold 3,053 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2020, an estimated $256K.
  • Samalin Investment Counsel first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and held it in 4 quarters.
  • Samalin Investment Counsel's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $381K in Q4 2019.
  • 885 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2020.

Based on Samalin Investment Counsel's 13F filing for Q4 2020, filed 9 Feb 2021.