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Shared Vision Wealth Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Shared Vision Wealth Group’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
Q2 		– Sell
-2,607
Closed -$203K – 76
2024
Q1 		$203K Sell
2,607
-1,912
-42% -$148K 0.13% 74
2023
Q4 		$350K Buy
+4,519
New +$337K 0.23% 53

Other funds holding HYG

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Shared Vision Wealth Group's HYG Position: Q2 2024 in Review

Shared Vision Wealth Group sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2024, closing a stake of 2,607 shares — an estimated $203K sold.

Shared Vision Wealth Group first reported a position in HYG in Q4 2023 and held it in 2 quarters. The position peaked at $350K in Q4 2023. 893 funds tracked by Wall St. Rank hold HYG as of Q2 2024.

  • Shared Vision Wealth Group reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Shared Vision Wealth Group sold 2,607 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2024, an estimated $203K.
  • Shared Vision Wealth Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and held it in 2 quarters.
  • Shared Vision Wealth Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $350K in Q4 2023.
  • 893 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2024.

Based on Shared Vision Wealth Group's 13F filing for Q2 2024, filed 24 Jul 2024.