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

Sanctuary 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
2024 Q4	$2.28M	Buy	28,964 +19,713	+213%	+$1.56M	1.51%	18
2024 Q3	$743K	Buy	9,251 +6,238	+207%	+$491K	0.53%	29
2024 Q2	$232K	Buy	3,013 +2,266	+303%	+$174K	0.18%	38
2024 Q1	$58.1K	Sell	747 -231	-24%	-$17.9K	0.05%	82
2023 Q4	$75.7K	Hold	978	–	–	0.07%	71
2023 Q3	$72.1K	Sell	978 -99	-9%	-$7.39K	0.08%	63
2023 Q2	$80.8K	Buy	+1,077	New	+$80.4K	0.09%	61
2022 Q4	$79.3K	Buy	+1,077	New	+$79.4K	0.09%	54
2022 Q2	–	Sell	-3,379	Closed	-$278K	–	32
2022 Q1	$278K	Sell	3,379 -128	-4%	-$10.7K	0.31%	27
2021 Q4	$305K	Sell	3,507 -23	-0.7%	-$2K	0.32%	27
2021 Q3	$309K	Sell	3,530 -650	-16%	-$57K	0.34%	23
2021 Q2	$368K	Sell	4,180 -2,700	-39%	-$236K	0.44%	26
2021 Q1	$600K	Sell	6,880 -495	-7%	-$43.1K	0.77%	19
2020 Q4	$644K	Sell	7,375 -2,504	-25%	-$214K	0.78%	20
2020 Q3	$829K	Sell	9,879 -1,547	-14%	-$130K	0.81%	16
2020 Q2	$933K	Sell	11,426 -2,065	-15%	-$166K	0.98%	12
2020 Q1	$1.04M	Sell	13,491 -49,962	-79%	-$4.22M	1.38%	6
2019 Q4	$5.58M	Sell	63,453 -20,156	-24%	-$1.75M	6.21%	4
2019 Q3	$7.29M	Sell	83,609 -20,493	-20%	-$1.78M	7.37%	4
2019 Q2	$9.08M	Buy	104,102 +101,378	+3,722%	+$8.75M	8.37%	5
2019 Q1	$221K	Hold	2,724	–	–	0.23%	17
2018 Q4	$221K	Buy	+2,724	New	+$228K	0.23%	17
2018 Q1	–	Sell	-64,411	Closed	-$5.62M	–	18
2017 Q4	$5.62M	Buy	+64,411	New	+$5.65M	5.12%	5

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sanctuary Wealth Management's HYG Position: Q4 2024 in Review

Sanctuary Wealth Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 213% in Q4 2024, buying an estimated $1.56M and bringing the position to 28,964 shares worth $2.28M. The position accounts for 1.51% of the portfolio, ranked #18.

Sanctuary Wealth Management first reported a position in HYG in Q4 2017 and has held it in 23 quarters since. The position peaked at $9.08M in Q2 2019. 982 funds tracked by Wall St. Rank hold HYG as of Q4 2024.

Sanctuary Wealth Management held 28,964 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $2.28M as of Q4 2024.
Sanctuary Wealth Management bought 19,713 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2024, an estimated $1.56M.
iShares iBoxx $ High Yield Corporate Bond ETF made up 1.51% of Sanctuary Wealth Management's portfolio in Q4 2024, its #18 holding.
Sanctuary Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and has held it in 23 quarters since.
Sanctuary Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $9.08M in Q2 2019.
982 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.