Tempus Wealth Planning’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Tempus Wealth Planning’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 Q2	–	Sell	-10,904	Closed	-$824K	–	188
2023 Q1	$824K	Buy	10,904 +1,193	+12%	+$89.4K	0.4%	65
2022 Q4	$715K	Buy	+9,711	New	+$716K	0.43%	73

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

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

Tempus Wealth Planning's HYG Position: Q2 2023 in Review

Tempus Wealth Planning sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2023, closing a stake of 10,904 shares — an estimated $824K sold.

Tempus Wealth Planning first reported a position in HYG in Q4 2022 and held it in 2 quarters. The position peaked at $824K in Q1 2023. 861 funds tracked by Wall St. Rank hold HYG as of Q2 2023.

Tempus Wealth Planning reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Tempus Wealth Planning sold 10,904 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2023, an estimated $824K.
Tempus Wealth Planning first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
Tempus Wealth Planning's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $824K in Q1 2023.
861 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2023.

Based on Tempus Wealth Planning's 13F filing for Q2 2023, filed 21 Jul 2023.