Sunesis Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Sunesis Advisors’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	-4,462	Closed	-$329K	–	72
2023 Q3	$329K	Buy	+4,462	New	+$333K	0.23%	47
2023 Q1	$337K	Hold	4,462	–	–	0.24%	48
2022 Q4	$329K	Hold	4,462	–	–	0.21%	37
2022 Q3	$319K	Hold	4,462	–	–	0.22%	37
2022 Q2	$328K	Hold	4,462	–	–	0.21%	37
2022 Q1	$367K	Hold	4,462	–	–	0.21%	37
2021 Q4	$388K	Hold	4,462	–	–	0.28%	28
2021 Q3	$390K	Hold	4,462	–	–	0.3%	25
2021 Q2	$393K	Hold	4,462	–	–	0.3%	25
2021 Q1	$389K	Hold	4,462	–	–	0.31%	26
2020 Q4	$390K	Hold	4,462	–	–	0.32%	27
2020 Q3	$374K	Buy	+4,462	New	+$376K	0.33%	26

Other funds holding HYG

CCMG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Sunesis Advisors's HYG Position: Q4 2023 in Review

Sunesis Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2023, closing a stake of 4,462 shares — an estimated $329K sold.

Sunesis Advisors first reported a position in HYG in Q3 2020 and held it in 12 quarters. The position peaked at $393K in Q2 2021. 929 funds tracked by Wall St. Rank hold HYG as of Q4 2023.

Sunesis Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Sunesis Advisors sold 4,462 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2023, an estimated $329K.
Sunesis Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2020 and held it in 12 quarters.
Sunesis Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $393K in Q2 2021.
929 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2023.

Based on Sunesis Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.