TrustCore Financial Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

TrustCore Financial Services’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
2022 Q4	$8.32K	Hold	113	–	–	﹤0.01%	751
2022 Q3	$8K	Hold	113	–	–	﹤0.01%	782
2022 Q2	$8K	Hold	113	–	–	﹤0.01%	774
2022 Q1	$9K	Sell	113 -80	-41%	-$6.69K	﹤0.01%	784
2021 Q4	$17K	Buy	+193	New	+$16.7K	﹤0.01%	626
2020 Q2	–	Sell	-168	Closed	-$13K	–	907
2020 Q1	$13K	Buy	+168	New	+$14.2K	﹤0.01%	545
2018 Q4	–	Sell	-31	Closed	-$3K	–	572
2018 Q3	$3K	Sell	31 -3	-9%	-$258	﹤0.01%	727
2018 Q2	$3K	Hold	34	–	–	﹤0.01%	760
2018 Q1	$3K	Hold	34	–	–	﹤0.01%	619
2017 Q4	$3K	Buy	+34	New	+$2.98K	﹤0.01%	600

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

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

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

JSTA

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TrustCore Financial Services's HYG Position: Q4 2022 in Review

TrustCore Financial Services held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q4 2022 at 113 shares worth $8.32K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

TrustCore Financial Services first reported a position in HYG in Q4 2017 and has held it in 10 quarters since. The position peaked at $17K in Q4 2021. 896 funds tracked by Wall St. Rank hold HYG as of Q4 2022.

TrustCore Financial Services held 113 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $8.32K as of Q4 2022.
TrustCore Financial Services left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q4 2022.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #751 holding.
TrustCore Financial Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and has held it in 10 quarters since.
TrustCore Financial Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $17K in Q4 2021.
896 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.