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Spotlight Asset Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Spotlight Asset Group’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 		– Sell
-2,812
Closed -$248K – 124
2021
Q2 		$248K Sell
2,812
-10,746
-79% -$938K 0.1% 111
2021
Q1 		$1.18M Sell
13,558
-13
-0.1% -$1.13K 0.44% 46
2020
Q4 		$1.19M Buy
+13,571
New +$1.16M 0.44% 42

Other funds holding HYG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Spotlight Asset Group's HYG Position: Q3 2021 in Review

Spotlight Asset Group sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2021, closing a stake of 2,812 shares — an estimated $248K sold.

Spotlight Asset Group first reported a position in HYG in Q4 2020 and held it in 3 quarters. The position peaked at $1.19M in Q4 2020. 882 funds tracked by Wall St. Rank hold HYG as of Q3 2021.

  • Spotlight Asset Group reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Spotlight Asset Group sold 2,812 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2021, an estimated $248K.
  • Spotlight Asset Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and held it in 3 quarters.
  • Spotlight Asset Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.19M in Q4 2020.
  • 882 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2021.

Based on Spotlight Asset Group's 13F filing for Q3 2021, filed 28 Oct 2021.