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

Silverlake 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
2023 Q3	–	Sell	-3,235	Closed	-$243K	–	236
2023 Q2	$243K	Buy	+3,235	New	+$241K	0.14%	181
2023 Q1	–	Sell	-3,506	Closed	-$258K	–	219
2022 Q4	$258K	Sell	3,506 -3,358	-49%	-$248K	0.16%	162
2022 Q3	$490K	Buy	6,864 +3,122	+83%	+$236K	0.33%	76
2022 Q2	$275K	Sell	3,742 -2,209	-37%	-$172K	0.18%	144
2022 Q1	$490K	Buy	5,951 +2,124	+56%	+$178K	0.28%	91
2021 Q4	$333K	Buy	+3,827	New	+$332K	0.18%	139

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

Silverlake Wealth Management's HYG Position: Q3 2023 in Review

Silverlake Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2023, closing a stake of 3,235 shares — an estimated $243K sold.

Silverlake Wealth Management first reported a position in HYG in Q4 2021 and held it in 6 quarters. The position peaked at $490K in Q3 2022. 852 funds tracked by Wall St. Rank hold HYG as of Q3 2023.

Silverlake Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Silverlake Wealth Management sold 3,235 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2023, an estimated $243K.
Silverlake Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and held it in 6 quarters.
Silverlake Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $490K in Q3 2022.
852 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2023.

Based on Silverlake Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.