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

Stewardship Financial Advisors’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 Q1	–	Sell	-275	Closed	-$24K	–	97
2020 Q4	$24K	Buy	+275	New	+$23.5K	0.01%	83
2020 Q1	–	Sell	-1,001	Closed	-$88K	–	71
2019 Q4	$88K	Buy	+1,001	New	+$87.1K	0.03%	59
2019 Q1	–	Sell	-1,278	Closed	-$104K	–	70
2018 Q4	$104K	Sell	1,278 -455	-26%	-$38.1K	0.05%	46
2018 Q3	$150K	Buy	+1,733	New	+$149K	0.07%	52
2017 Q3	–	Sell	-3,340	Closed	-$295K	–	43
2017 Q2	$295K	Sell	3,340 -4,098	-55%	-$361K	0.18%	40
2017 Q1	$653K	Sell	7,438 -30,335	-80%	-$2.65M	0.41%	34
2016 Q4	$3.27M	Buy	37,773 +9,568	+34%	+$824K	2.05%	13
2016 Q3	$2.46M	Sell	28,205 -4,410	-14%	-$379K	1.58%	16
2016 Q2	$2.76M	Buy	32,615 +80	+0.2%	+$6.65K	1.89%	15
2016 Q1	$2.66M	Buy	32,535 +826	+3%	+$65.6K	2.1%	16
2015 Q4	$2.56M	Buy	+31,709	New	+$2.64M	2.05%	17

Other funds holding HYG

Goldman Sachs New York $871B AUM 31.28% 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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

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

Stewardship Financial Advisors's HYG Position: Q1 2021 in Review

Stewardship Financial Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2021, closing a stake of 275 shares — an estimated $24K sold.

Stewardship Financial Advisors first reported a position in HYG in Q4 2015 and held it in 11 quarters. The position peaked at $3.27M in Q4 2016. 888 funds tracked by Wall St. Rank hold HYG as of Q1 2021.

Stewardship Financial Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Stewardship Financial Advisors sold 275 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2021, an estimated $24K.
Stewardship Financial Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2015 and held it in 11 quarters.
Stewardship Financial Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.27M in Q4 2016.
888 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.