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Simplify Asset Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Simplify Asset 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
Q4 		– Sell
-66,923
Closed -$4.93M – 130
2023
Q3 		$4.93M Buy
66,923
+52,707
+371% +$3.94M 0.56% 18
2023
Q2 		$1.07M Buy
+14,216
New +$1.06M 0.14% 75

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Simplify Asset Management's HYG Position: Q4 2023 in Review

Simplify Asset Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2023, closing a stake of 66,923 shares — an estimated $4.93M sold.

Simplify Asset Management first reported a position in HYG in Q2 2023 and held it in 2 quarters. The position peaked at $4.93M in Q3 2023. 929 funds tracked by Wall St. Rank hold HYG as of Q4 2023.

  • Simplify Asset Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Simplify Asset Management sold 66,923 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2023, an estimated $4.93M.
  • Simplify Asset Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2023 and held it in 2 quarters.
  • Simplify Asset Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.93M in Q3 2023.
  • 929 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2023.

Based on Simplify Asset Management's 13F filing for Q4 2023, filed 12 Feb 2024.