Sonora Investment Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Sonora Investment 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
2021 Q3	$17K	Buy	200 +166	+488%	+$14.6K	﹤0.01%	665
2021 Q2	$3K	Buy	+34	New	+$2.97K	﹤0.01%	859
2020 Q4	–	Sell	-100	Closed	-$8K	–	1729
2020 Q3	$8K	Buy	+100	New	+$8.42K	﹤0.01%	1297
2020 Q2	–	Sell	-238	Closed	-$18K	–	1822
2020 Q1	$18K	Hold	238	–	–	﹤0.01%	804
2019 Q4	$21K	Buy	+238	New	+$20.7K	﹤0.01%	847
2016 Q2	–	Sell	-248	Closed	-$20.6K	–	893
2016 Q1	$20.6K	Buy	+248	New	+$19.7K	0.01%	485

Other funds holding HYG

Goldman Sachs New York $871B AUM 31.28% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Sonora Investment Management's HYG Position: Q3 2021 in Review

Sonora Investment Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 488% in Q3 2021, buying an estimated $14.6K and bringing the position to 200 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Sonora Investment Management first reported a position in HYG in Q1 2016 and has held it in 6 quarters since. The position peaked at $21K in Q4 2019. 882 funds tracked by Wall St. Rank hold HYG as of Q3 2021.

Sonora Investment Management held 200 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $17K as of Q3 2021.
Sonora Investment Management bought 166 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2021, an estimated $14.6K.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #665 holding.
Sonora Investment Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2016 and has held it in 6 quarters since.
Sonora Investment Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $21K in Q4 2019.
882 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.