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Strategic Financial Concepts’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Strategic Financial Concepts’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
-23,074
Closed -$11.4K – 443
2024
Q2 		$11.4K Buy
+23,074
New +$1.77M 0.01% 398

Other funds holding HYG

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Financial Concepts's HYG Position: Q3 2024 in Review

Strategic Financial Concepts sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2024, closing a stake of 23,074 shares — an estimated $11.4K sold.

Strategic Financial Concepts first reported a position in HYG in Q2 2024 and held it in 1 quarter. The position peaked at $11.4K in Q2 2024. 892 funds tracked by Wall St. Rank hold HYG as of Q3 2024.

  • Strategic Financial Concepts reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 23,074 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2024, an estimated $11.4K.
  • Strategic Financial Concepts first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $11.4K in Q2 2024.
  • 892 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.