Stephens Consulting’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Stephens Consulting’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
2023 Q4	–	Sell	-360	Closed	-$26.5K	–	494
2023 Q3	$26.5K	Hold	360	–	–	0.01%	223
2023 Q2	$27K	Hold	360	–	–	0.01%	221
2023 Q1	$27.2K	Hold	360	–	–	0.02%	223
2022 Q4	$26.5K	Hold	360	–	–	0.02%	215
2022 Q3	$25.7K	Hold	360	–	–	0.02%	231
2022 Q2	$26.5K	Hold	360	–	–	0.02%	226
2022 Q1	$29.6K	Hold	360	–	–	0.02%	233
2021 Q4	$31.3K	Buy	+360	New	+$31.2K	0.03%	245

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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

Goldman Sachs New York $871B AUM 31.28% 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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Stephens Consulting's HYG Position: Q4 2023 in Review

Stephens Consulting sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2023, closing a stake of 360 shares — an estimated $26.5K sold.

Stephens Consulting first reported a position in HYG in Q4 2021 and held it in 8 quarters. The position peaked at $31.3K in Q4 2021. 929 funds tracked by Wall St. Rank hold HYG as of Q4 2023.

Stephens Consulting reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Stephens Consulting sold 360 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2023, an estimated $26.5K.
Stephens Consulting first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and held it in 8 quarters.
Stephens Consulting's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $31.3K in Q4 2021.
929 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2023.

Based on Stephens Consulting's 13F filing for Q4 2023, filed 1 Feb 2024.