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 New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Stonebridge Financial Planning Group's HYG Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2022, closing a stake of 60 shares — an estimated $5K sold.

Stonebridge Financial Planning Group first reported a position in HYG in Q4 2019 and held it in 9 quarters. The position peaked at $26K in Q4 2019. 876 funds tracked by Wall St. Rank hold HYG as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 60 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2022, an estimated $5K.
Stonebridge Financial Planning Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $26K in Q4 2019.
876 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.