SEM
HYG icon

Strategic Equity Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Strategic Equity 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
2023
Q4 		– Sell
-78,251
Closed -$5.77M – 31
2023
Q3 		$5.77M Buy
78,251
+697
+0.9% +$52K 2.17% 12
2023
Q2 		$5.82M Sell
77,554
-771
-1% -$57.5K 1.99% 14
2023
Q1 		$5.92M Buy
+78,325
New +$5.87M 2.11% 16
2022
Q1 		– Sell
-37,596
Closed -$3.27M – 45
2021
Q4 		$3.27M Sell
37,596
-69,483
-65% -$6.03M 1.02% 23
2021
Q3 		$9.37M Buy
107,079
+9,575
+10% +$840K 3.13% 12
2021
Q2 		$8.58M Buy
97,504
+5,613
+6% +$490K 2.94% 13
2021
Q1 		$8.01M Buy
91,891
+5,238
+6% +$456K 3.39% 10
2020
Q4 		$7.57M Buy
+86,653
New +$7.42M 3.39% 10

Other funds holding HYG

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Jane Street
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