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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-34,391
Closed -$2.6M 70
2023
Q1
$2.6M Sell
34,391
-18,986
-36% -$1.42M 0.9% 25
2022
Q4
$3.93M Buy
53,377
+39,016
+272% +$2.88M 1.5% 22
2022
Q3
$1.02M Sell
14,361
-3,887
-21% -$294K 0.44% 33
2022
Q2
$1.34M Buy
+18,248
New +$1.42M 0.57% 31

Other funds holding HYG

Smith & Howard Wealth Management's HYG Position: Q2 2023 in Review

Smith & Howard Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2023, closing a stake of 34,391 shares — an estimated $2.6M sold.

Smith & Howard Wealth Management first reported a position in HYG in Q2 2022 and held it in 4 quarters. The position peaked at $3.93M in Q4 2022. 862 funds tracked by Wall St. Rank hold HYG as of Q2 2023.

  • Smith & Howard Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 34,391 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2023, an estimated $2.6M.
  • Smith & Howard Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2022 and held it in 4 quarters.
  • Smith & Howard Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.93M in Q4 2022.
  • 862 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2023.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2023, filed 17 Jul 2023.