Sound Stewardship’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Sound Stewardship’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	-3,931	Closed	-$306K	–	57
2024 Q1	$306K	Sell	3,931 -30,413	-89%	-$2.35M	0.19%	50
2023 Q4	$2.66M	Sell	34,344 -5,944	-15%	-$443K	1.76%	22
2023 Q3	$2.97M	Buy	40,288 +197	+0.5%	+$14.7K	1.99%	21
2023 Q2	$3.01M	Buy	40,091 +543	+1%	+$40.5K	1.98%	22
2023 Q1	$2.99M	Buy	39,548 +483	+1%	+$36.2K	2.01%	21
2022 Q4	$2.88M	Buy	+39,065	New	+$2.88M	2.13%	20

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Sound Stewardship's HYG Position: Q2 2024 in Review

Sound Stewardship sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2024, closing a stake of 3,931 shares — an estimated $306K sold.

Sound Stewardship first reported a position in HYG in Q4 2022 and held it in 6 quarters. The position peaked at $3.01M in Q2 2023. 893 funds tracked by Wall St. Rank hold HYG as of Q2 2024.

Sound Stewardship reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Sound Stewardship sold 3,931 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2024, an estimated $306K.
Sound Stewardship first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and held it in 6 quarters.
Sound Stewardship's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.01M in Q2 2023.
893 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2024.

Based on Sound Stewardship's 13F filing for Q2 2024, filed 24 Jul 2024.