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

Selective 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
2022 Q4	–	Sell	-7,718	Closed	-$551K	–	382
2022 Q3	$551K	Sell	7,718 -848	-10%	-$64.1K	0.24%	55
2022 Q2	$631K	Buy	8,566 +3,154	+58%	+$245K	0.22%	63
2022 Q1	$445K	Buy	5,412 +5,356	+9,564%	+$448K	0.16%	73
2021 Q4	$5K	Hold	56	–	–	﹤0.01%	546
2021 Q3	$5K	Hold	56	–	–	﹤0.01%	490
2021 Q2	$5K	Buy	+56	New	+$4.89K	﹤0.01%	402

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

Selective Wealth Management's HYG Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2022, closing a stake of 7,718 shares — an estimated $551K sold.

Selective Wealth Management first reported a position in HYG in Q2 2021 and held it in 6 quarters. The position peaked at $631K in Q2 2022. 896 funds tracked by Wall St. Rank hold HYG as of Q4 2022.

Selective Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 7,718 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2022, an estimated $551K.
Selective Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2021 and held it in 6 quarters.
Selective Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $631K in Q2 2022.
896 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.