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

Stapp Wealth 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
2022
Q4 		– Sell
-105
Closed -$7K – 59
2022
Q3 		$7K Buy
+105
New +$7.94K 0.02% 67

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stapp Wealth Management's HYG Position: Q4 2022 in Review

Stapp Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2022, closing a stake of 105 shares — an estimated $7K sold.

Stapp Wealth Management first reported a position in HYG in Q3 2022 and held it in 1 quarter. The position peaked at $7K in Q3 2022. 896 funds tracked by Wall St. Rank hold HYG as of Q4 2022.

  • Stapp Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Stapp Wealth Management sold 105 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2022, an estimated $7K.
  • Stapp Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2022 and held it in 1 quarter.
  • Stapp Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $7K in Q3 2022.
  • 896 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2022.

Based on Stapp Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.