Sargent Bickham Lagudis’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$2.85M	Buy	38,700 +38,281	+9,136%	+$2.82M	0.23%	86
2022 Q3	$30K	Hold	419	–	–	﹤0.01%	498
2022 Q2	$31K	Hold	419	–	–	﹤0.01%	511
2022 Q1	$34K	Hold	419	–	–	﹤0.01%	524
2021 Q4	$36K	Sell	419 -25	-6%	-$2.17K	﹤0.01%	509
2021 Q3	$39K	Sell	444 -117	-21%	-$10.3K	﹤0.01%	492
2021 Q2	$49K	Sell	561 -562	-50%	-$49.1K	﹤0.01%	455
2021 Q1	$98K	Sell	1,123 -15,011	-93%	-$1.31M	0.01%	338
2020 Q4	$1.41M	Buy	16,134 +15,543	+2,630%	+$1.33M	0.13%	104
2020 Q3	$50K	Hold	591	–	–	0.01%	379
2020 Q2	$48K	Sell	591 -1,557	-72%	-$125K	0.01%	361
2020 Q1	$166K	Buy	2,148 +172	+9%	+$14.5K	0.02%	209
2019 Q4	$174K	Sell	1,976 -519	-21%	-$45.2K	0.02%	214
2019 Q3	$218K	Sell	2,495 -18,680	-88%	-$1.62M	0.03%	183
2019 Q2	$1.85M	Buy	21,175 +9,833	+87%	+$849K	0.22%	86
2019 Q1	$981K	Buy	11,342 +10,944	+2,750%	+$929K	0.11%	122
2018 Q4	$32K	Buy	398 +7	+2%	+$586	﹤0.01%	423
2018 Q3	$34K	Buy	391 +5	+1%	+$430	﹤0.01%	421
2018 Q2	$33K	Buy	386 +5	+1%	+$428	﹤0.01%	420
2018 Q1	$33K	Buy	381 +3	+0.8%	+$259	﹤0.01%	425
2017 Q4	$33K	Buy	378 +6	+2%	+$527	﹤0.01%	430
2017 Q3	$33K	Buy	372 +5	+1%	+$441	﹤0.01%	430
2017 Q2	$32K	Buy	+367	New	+$32.3K	﹤0.01%	426

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sargent Bickham Lagudis's HYG Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 9,136% in Q4 2022, buying an estimated $2.82M and bringing the position to 38,700 shares worth $2.85M. The position accounts for 0.23% of the portfolio, ranked #86.

Sargent Bickham Lagudis first reported a position in HYG in Q2 2017 and has held it in 23 quarters since. 896 funds tracked by Wall St. Rank hold HYG as of Q4 2022.

Sargent Bickham Lagudis held 38,700 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $2.85M as of Q4 2022.
Sargent Bickham Lagudis bought 38,281 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2022, an estimated $2.82M.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.23% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #86 holding.
Sargent Bickham Lagudis first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2017 and has held it in 23 quarters since.
896 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.