SFPG
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Stonebridge Financial Planning Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Stonebridge Financial Planning 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
2022
Q1 		– Sell
-60
Closed -$5K – 221
2021
Q4 		$5K Hold
60
– – ﹤0.01% 370
2021
Q3 		$5K Hold
60
– – ﹤0.01% 378
2021
Q2 		$5K Hold
60
– – ﹤0.01% 380
2021
Q1 		$5K Hold
60
– – ﹤0.01% 385
2020
Q4 		$5K Hold
60
– – ﹤0.01% 359
2020
Q3 		$5K Hold
60
– – ﹤0.01% 349
2020
Q2 		$5K Sell
60
-230
-79% -$18.5K ﹤0.01% 352
2020
Q1 		$22K Hold
290
– – 0.02% 236
2019
Q4 		$26K Buy
+290
New +$25.2K 0.02% 221

Other funds holding HYG

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return