Spectrum Strategic Capital Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Spectrum Strategic Capital 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
2024 Q3	–	Sell	-3,832	Closed	-$296K	–	29
2024 Q2	$296K	Sell	3,832 -84	-2%	-$6.46K	0.22%	25
2024 Q1	$304K	Buy	3,916 +61	+2%	+$4.71K	0.23%	25
2023 Q4	$298K	Buy	+3,855	New	+$287K	0.26%	22

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Spectrum Strategic Capital Management's HYG Position: Q3 2024 in Review

Spectrum Strategic Capital Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2024, closing a stake of 3,832 shares — an estimated $296K sold.

Spectrum Strategic Capital Management first reported a position in HYG in Q4 2023 and held it in 3 quarters. The position peaked at $304K in Q1 2024. 892 funds tracked by Wall St. Rank hold HYG as of Q3 2024.

Spectrum Strategic Capital Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Spectrum Strategic Capital Management sold 3,832 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2024, an estimated $296K.
Spectrum Strategic Capital Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
Spectrum Strategic Capital Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $304K in Q1 2024.
892 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2024.

Based on Spectrum Strategic Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.