Strategic Family Wealth Counselors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Strategic Family Wealth Counselors’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 Q4	–	Sell	-3,867	Closed	-$276K	–	109
2022 Q3	$276K	Hold	3,867	–	–	0.14%	70
2022 Q2	$285K	Sell	3,867 -1,806	-32%	-$140K	0.14%	68
2022 Q1	$467K	Hold	5,673	–	–	0.19%	60
2021 Q4	$494K	Hold	5,673	–	–	0.16%	61
2021 Q3	$496K	Hold	5,673	–	–	0.17%	51
2021 Q2	$499K	Hold	5,673	–	–	0.16%	52
2021 Q1	$495K	Hold	5,673	–	–	0.19%	51
2020 Q4	$495K	Hold	5,673	–	–	0.26%	49
2020 Q3	$476K	Hold	5,673	–	–	0.27%	46
2020 Q2	$463K	Hold	5,673	–	–	0.29%	49
2020 Q1	$437K	Buy	5,673 +175	+3%	+$14.8K	0.33%	44
2019 Q4	$483K	Buy	5,498 +25	+0.5%	+$2.18K	0.39%	41
2019 Q3	$477K	Buy	5,473 +19	+0.3%	+$1.65K	0.36%	40
2019 Q2	$475K	Buy	5,454 +20	+0.4%	+$1.73K	0.37%	40
2019 Q1	$470K	Sell	5,434 -1,161	-18%	-$98.6K	0.38%	40
2018 Q4	$535K	Buy	+6,595	New	+$552K	0.61%	30

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Strategic Family Wealth Counselors's HYG Position: Q4 2022 in Review

Strategic Family Wealth Counselors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2022, closing a stake of 3,867 shares — an estimated $276K sold.

Strategic Family Wealth Counselors first reported a position in HYG in Q4 2018 and held it in 16 quarters. The position peaked at $535K in Q4 2018. 896 funds tracked by Wall St. Rank hold HYG as of Q4 2022.

Strategic Family Wealth Counselors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Strategic Family Wealth Counselors sold 3,867 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2022, an estimated $276K.
Strategic Family Wealth Counselors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and held it in 16 quarters.
Strategic Family Wealth Counselors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $535K in Q4 2018.
896 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2022.

Based on Strategic Family Wealth Counselors's 13F filing for Q4 2022, filed 26 Jan 2023.