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Sugarloaf Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$337 Hold
4
– – ﹤0.01% 668
2024
Q3 		$338 Sell
4
-88
-96% -$6.92K ﹤0.01% 652
2024
Q2 		$7.07K Buy
92
+1
+1% +$77 ﹤0.01% 509
2024
Q1 		$7.08K Hold
91
– – ﹤0.01% 513
2023
Q4 		$7.05K Hold
91
– – ﹤0.01% 519
2023
Q3 		$6.71K Hold
91
– – ﹤0.01% 511
2023
Q2 		$6.82K Buy
91
+1
+1% +$75 ﹤0.01% 522
2023
Q1 		$6.86K Sell
90
-1
-1% -$75 ﹤0.01% 516
2022
Q4 		$6.69K Hold
91
– – ﹤0.01% 540
2022
Q3 		$7K Hold
91
– – ﹤0.01% 566
2022
Q2 		$7K Hold
91
– – ﹤0.01% 558
2022
Q1 		$7K Sell
91
-1,205
-93% -$101K ﹤0.01% 523
2021
Q4 		$113K Buy
1,296
+95
+8% +$8.24K 0.03% 185
2021
Q3 		$105K Sell
1,201
-5
-0.4% -$439 0.03% 185
2021
Q2 		$106K Sell
1,206
-986
-45% -$86.1K 0.03% 180
2021
Q1 		$104 Buy
2,192
+1,102
+101% +$95.9K 0.03% 180
2020
Q4 		$95K Buy
1,090
+288
+36% +$24.7K 0.03% 183
2020
Q3 		$67K Sell
802
-3,187
-80% -$268K 0.02% 196
2020
Q2 		$317K Buy
3,989
+3,187
+397% +$257K 0.12% 85
2020
Q1 		$62K Hold
802
– – 0.03% 198
2019
Q4 		$71K Buy
+802
New +$69.8K 0.03% 218

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sugarloaf Wealth Management's HYG Position: Q4 2024 in Review

Sugarloaf Wealth Management held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q4 2024 at 4 shares worth $337. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Sugarloaf Wealth Management first reported a position in HYG in Q4 2019 and has held it in 21 quarters since. The position peaked at $317K in Q2 2020. 982 funds tracked by Wall St. Rank hold HYG as of Q4 2024.

  • Sugarloaf Wealth Management held 4 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $337 as of Q4 2024.
  • Sugarloaf Wealth Management left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q4 2024.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #668 holding.
  • Sugarloaf Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $317K in Q2 2020.
  • 982 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.