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

Tiedemann 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	$662K	Hold	8,974	–	–	0.03%	147
2023 Q2	$674K	Hold	8,974	–	–	0.03%	140
2023 Q1	$678K	Buy	8,974 +5,250	+141%	+$393K	0.03%	135
2022 Q4	$274K	Buy	3,724 +171	+5%	+$12.6K	0.01%	204
2022 Q3	$254K	Buy	+3,553	New	+$269K	0.02%	195

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 $4.81B AUM 4.62% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

Tiedemann Advisors's HYG Position: Q3 2023 in Review

Tiedemann Advisors held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q3 2023 at 8,974 shares worth $662K. The position accounts for 0.03% of the portfolio, ranked #147.

Tiedemann Advisors first reported a position in HYG in Q3 2022 and has held it in 5 quarters since. The position peaked at $678K in Q1 2023. 852 funds tracked by Wall St. Rank hold HYG as of Q3 2023.

Tiedemann Advisors held 8,974 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $662K as of Q3 2023.
Tiedemann Advisors left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q3 2023.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.03% of Tiedemann Advisors's portfolio in Q3 2023, its #147 holding.
Tiedemann Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2022 and has held it in 5 quarters since.
Tiedemann Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $678K in Q1 2023.
852 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.