Tru Independence Asset Management 2’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Tru Independence Asset Management 2’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
2021 Q1	–	Sell	-142	Closed	-$12K	–	230
2020 Q4	$12K	Buy	+142	New	+$12.2K	0.01%	291

Other funds holding HYG

Goldman Sachs New York $871B AUM 31.28% 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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tru Independence Asset Management 2's HYG Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2021, closing a stake of 142 shares — an estimated $12K sold.

Tru Independence Asset Management 2 first reported a position in HYG in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 888 funds tracked by Wall St. Rank hold HYG as of Q1 2021.

Tru Independence Asset Management 2 reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Tru Independence Asset Management 2 sold 142 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2021, an estimated $12K.
Tru Independence Asset Management 2 first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
Tru Independence Asset Management 2's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $12K in Q4 2020.
888 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.