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SC&H Financial Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

SC&H Financial Advisors’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
Q3 		– Sell
-2,932
Closed -$216K – 129
2022
Q2 		$216K Hold
2,932
– – 0.1% 131
2022
Q1 		$241K Hold
2,932
– – 0.11% 135
2021
Q4 		$255K Buy
+2,932
New +$254K 0.14% 131

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SC&H Financial Advisors's HYG Position: Q3 2022 in Review

SC&H Financial Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2022, closing a stake of 2,932 shares — an estimated $216K sold.

SC&H Financial Advisors first reported a position in HYG in Q4 2021 and held it in 3 quarters. The position peaked at $255K in Q4 2021. 782 funds tracked by Wall St. Rank hold HYG as of Q3 2022.

  • SC&H Financial Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • SC&H Financial Advisors sold 2,932 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2022, an estimated $216K.
  • SC&H Financial Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
  • SC&H Financial Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $255K in Q4 2021.
  • 782 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2022.

Based on SC&H Financial Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.