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

Tradition 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
2023 Q1	–	Sell	-65	Closed	-$5K	–	1301
2022 Q4	$5K	Sell	65 -106	-62%	-$7.81K	﹤0.01%	1044
2022 Q3	$12K	Hold	171	–	–	﹤0.01%	880
2022 Q2	$13K	Hold	171	–	–	﹤0.01%	758
2022 Q1	$14K	Hold	171	–	–	﹤0.01%	806
2021 Q4	$15K	Sell	171 -48	-22%	-$4.17K	﹤0.01%	797
2021 Q3	$19K	Sell	219 -1,350	-86%	-$118K	﹤0.01%	739
2021 Q2	$138K	Buy	1,569 +101	+7%	+$8.82K	0.02%	339
2021 Q1	$128K	Buy	1,468 +467	+47%	+$40.6K	0.02%	294
2020 Q4	$87K	Buy	+1,001	New	+$85.7K	0.02%	316

Other funds holding HYG

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

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

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

JSTA

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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

Tradition Wealth Management's HYG Position: Q1 2023 in Review

Tradition Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2023, closing a stake of 65 shares — an estimated $5K sold.

Tradition Wealth Management first reported a position in HYG in Q4 2020 and held it in 9 quarters. The position peaked at $138K in Q2 2021. 838 funds tracked by Wall St. Rank hold HYG as of Q1 2023.

Tradition Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Tradition Wealth Management sold 65 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2023, an estimated $5K.
Tradition Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and held it in 9 quarters.
Tradition Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $138K in Q2 2021.
838 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2023.

Based on Tradition Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.