Second Half Financial Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Second Half Financial Partners’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 Q3	–	Sell	-6,506	Closed	-$488K	–	78
2023 Q2	$488K	Buy	+6,506	New	+$486K	0.11%	107

Other funds holding HYG

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

JSTA

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

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

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

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

OPAM

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

Second Half Financial Partners's HYG Position: Q3 2023 in Review

Second Half Financial Partners sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2023, closing a stake of 6,506 shares — an estimated $488K sold.

Second Half Financial Partners first reported a position in HYG in Q2 2023 and held it in 1 quarter. The position peaked at $488K in Q2 2023. 852 funds tracked by Wall St. Rank hold HYG as of Q3 2023.

Second Half Financial Partners reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Second Half Financial Partners sold 6,506 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2023, an estimated $488K.
Second Half Financial Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2023 and held it in 1 quarter.
Second Half Financial Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $488K in Q2 2023.
852 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.