TWM
HYG icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return