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

Tyler-Stone 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
2024 Q3	–	Sell	-448	Closed	-$34.6K	–	585
2024 Q2	$34.6K	Buy	448 +82	+22%	+$6.3K	0.01%	428
2024 Q1	$28.4K	Buy	366 +203	+125%	+$15.7K	0.01%	459
2023 Q4	$12.6K	Buy	163 +3	+2%	+$224	0.01%	594
2023 Q3	$12K	Buy	160 +3	+2%	+$224	0.01%	566
2023 Q2	$12K	Buy	+157	New	+$11.7K	0.01%	567
2022 Q4	$11K	Sell	154 -1,166	-88%	-$86K	0.01%	538
2022 Q3	$94K	Buy	1,320 +2	+0.2%	+$151	0.07%	225
2022 Q2	$97K	Buy	1,318 +1	+0.1%	+$78	0.06%	240
2022 Q1	$108K	Buy	1,317 +1	+0.1%	+$84	0.06%	245
2021 Q4	$114K	Buy	+1,316	New	+$114K	0.06%	255

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Tyler-Stone Wealth Management's HYG Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2024, closing a stake of 448 shares — an estimated $34.6K sold.

Tyler-Stone Wealth Management first reported a position in HYG in Q4 2021 and held it in 10 quarters. The position peaked at $114K in Q4 2021. 892 funds tracked by Wall St. Rank hold HYG as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 448 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2024, an estimated $34.6K.
Tyler-Stone Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $114K in Q4 2021.
892 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.