Stone House Investment Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Stone House Investment 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	-108	Closed	-$8.35K	–	402
2024 Q2	$8.35K	Buy	108 +1	+0.9%	+$77	﹤0.01%	237
2024 Q1	$8.29K	Buy	+107	New	+$8.27K	﹤0.01%	248
2019 Q2	–	Sell	-23	Closed	-$2K	–	107
2019 Q1	$2K	Buy	+23	New	+$1.95K	﹤0.01%	209
2017 Q3	–	Sell	-21,055	Closed	-$1.86M	–	38
2017 Q2	$1.86M	Buy	21,055 +132	+0.6%	+$11.6K	1.34%	20
2017 Q1	$1.84M	Buy	20,923 +50	+0.2%	+$4.37K	1.38%	21
2016 Q4	$1.81M	Buy	+20,873	New	+$1.8M	1.52%	20

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

Stone House Investment Management's HYG Position: Q3 2024 in Review

Stone House Investment Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2024, closing a stake of 108 shares — an estimated $8.35K sold.

Stone House Investment Management first reported a position in HYG in Q4 2016 and held it in 6 quarters. The position peaked at $1.86M in Q2 2017. 892 funds tracked by Wall St. Rank hold HYG as of Q3 2024.

Stone House Investment Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Stone House Investment Management sold 108 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2024, an estimated $8.35K.
Stone House Investment Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2016 and held it in 6 quarters.
Stone House Investment Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.86M in Q2 2017.
892 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2024.

Based on Stone House Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.