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

Sutton Wealth 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 Q3	$156K	Sell	2,115 -108	-5%	-$8.06K	0.08%	125
2023 Q2	$167K	Sell	2,223 -776	-26%	-$57.9K	0.08%	124
2023 Q1	$227K	Sell	2,999 -71	-2%	-$5.32K	0.12%	93
2022 Q4	$226K	Sell	3,070 -103	-3%	-$7.59K	0.09%	158
2022 Q3	$227K	Sell	3,173 -51	-2%	-$3.85K	0.09%	156
2022 Q2	$237K	Sell	3,224 -424	-12%	-$33K	0.09%	147
2022 Q1	$300K	Sell	3,648 -60	-2%	-$5.02K	0.1%	138
2021 Q4	$323K	Sell	3,708 -886	-19%	-$76.9K	0.11%	125
2021 Q3	$402K	Sell	4,594 -71	-2%	-$6.23K	0.15%	106
2021 Q2	$411K	Sell	4,665 -34	-0.7%	-$2.97K	0.15%	107
2021 Q1	$410K	Sell	4,699 -243	-5%	-$21.1K	0.16%	99
2020 Q4	$431K	Hold	4,942	–	–	0.18%	93
2020 Q3	$415K	Buy	4,942 +250	+5%	+$21K	0.2%	86
2020 Q2	$383K	Buy	4,692 +366	+8%	+$29.5K	0.2%	86
2020 Q1	$333K	Sell	4,326 -52	-1%	-$4.39K	0.21%	83
2019 Q4	$385K	Sell	4,378 -26	-0.6%	-$2.26K	0.2%	88
2019 Q3	$384K	Buy	4,404 +41	+0.9%	+$3.56K	0.21%	83
2019 Q2	$380K	Sell	4,363 -181	-4%	-$15.6K	0.22%	86
2019 Q1	$393K	Sell	4,544 -776	-15%	-$65.9K	0.23%	78
2018 Q4	$431K	Sell	5,320 -1,894	-26%	-$159K	0.28%	63
2018 Q3	$624K	Sell	7,214 -446	-6%	-$38.3K	0.41%	41
2018 Q2	$652K	Buy	7,660 +993	+15%	+$85.1K	0.45%	35
2018 Q1	$571K	Sell	6,667 -1,286	-16%	-$111K	0.41%	42
2017 Q4	$694K	Sell	7,953 -288	-3%	-$25.3K	0.51%	35
2017 Q3	$731K	Buy	8,241 +17	+0.2%	+$1.5K	0.56%	27
2017 Q2	$727K	Buy	8,224 +50	+0.6%	+$4.4K	0.58%	28
2017 Q1	$718K	Buy	8,174 +663	+9%	+$57.9K	0.6%	27
2016 Q4	$650K	Sell	7,511 -60	-0.8%	-$5.17K	0.58%	24
2016 Q3	$661K	Buy	7,571 +300	+4%	+$25.8K	0.6%	24
2016 Q2	$616K	Buy	7,271 +2,061	+40%	+$171K	0.58%	27
2016 Q1	$426K	Buy	+5,210	New	+$414K	0.4%	44

Other funds holding HYG

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

CCMG

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

Jane Street New York $777B AUM 61.18% 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

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

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

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

OPAM

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

Sutton Wealth Advisors's HYG Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 4.9% in Q3 2023, selling an estimated $8.06K and leaving 2,115 shares worth $156K. The position accounts for 0.08% of the portfolio, ranked #125.

Sutton Wealth Advisors first reported a position in HYG in Q1 2016 and has held it in 31 quarters since. The position peaked at $731K in Q3 2017. 852 funds tracked by Wall St. Rank hold HYG as of Q3 2023.

Sutton Wealth Advisors held 2,115 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $156K as of Q3 2023.
Sutton Wealth Advisors sold 108 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2023, an estimated $8.06K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.08% of Sutton Wealth Advisors's portfolio in Q3 2023, its #125 holding.
Sutton Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $731K in Q3 2017.
852 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.