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True Link Financial Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

True Link Financial 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
2021
Q2 		– Sell
-22
Closed -$2K – 727
2021
Q1 		$2K Sell
22
-1,679
-99% -$146K ﹤0.01% 678
2020
Q4 		$148K Buy
+1,701
New +$146K 0.02% 323

Other funds holding HYG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

True Link Financial Advisors's HYG Position: Q2 2021 in Review

True Link Financial Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2021, closing a stake of 22 shares — an estimated $2K sold.

True Link Financial Advisors first reported a position in HYG in Q4 2020 and held it in 2 quarters. The position peaked at $148K in Q4 2020. 901 funds tracked by Wall St. Rank hold HYG as of Q2 2021.

  • True Link Financial Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • True Link Financial Advisors sold 22 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2021, an estimated $2K.
  • True Link Financial Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
  • True Link Financial Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $148K in Q4 2020.
  • 901 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2021.

Based on True Link Financial Advisors's 13F filing for Q2 2021, filed 19 Aug 2021.