UBP Investment Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

UBP Investment 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 Q4	–	Sell	-7,275	Closed	-$640K	–	106
2021 Q3	$640K	Hold	7,275	–	–	0.25%	60
2021 Q2	$640K	Hold	7,275	–	–	0.24%	67
2021 Q1	$630K	Hold	7,275	–	–	0.26%	66
2020 Q4	$635K	Hold	7,275	–	–	0.33%	44
2020 Q3	$610K	Hold	7,275	–	–	0.47%	36
2020 Q2	$594K	Hold	7,275	–	–	0.47%	36
2020 Q1	$561K	Hold	7,275	–	–	0.51%	35
2019 Q4	$640K	Hold	7,275	–	–	0.5%	35
2019 Q3	$634K	Hold	7,275	–	–	0.52%	35
2019 Q2	$634K	Hold	7,275	–	–	0.57%	35
2019 Q1	$629K	Hold	7,275	–	–	0.59%	35
2018 Q4	$590K	Sell	7,275 -9,000	-55%	-$753K	0.62%	33
2018 Q3	$1.41M	Buy	16,275 +275	+2%	+$23.6K	1.34%	22
2018 Q2	$1.35M	Sell	16,000 -275	-2%	-$23.6K	1.59%	20
2018 Q1	$1.39M	Hold	16,275	–	–	1.5%	21
2017 Q4	$1.42M	Buy	+16,275	New	+$1.43M	1.68%	21

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBP Investment Advisors's HYG Position: Q4 2021 in Review

UBP Investment Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2021, closing a stake of 7,275 shares — an estimated $640K sold.

UBP Investment Advisors first reported a position in HYG in Q4 2017 and held it in 16 quarters. The position peaked at $1.42M in Q4 2017. 951 funds tracked by Wall St. Rank hold HYG as of Q4 2021.

UBP Investment Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
UBP Investment Advisors sold 7,275 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2021, an estimated $640K.
UBP Investment Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and held it in 16 quarters.
UBP Investment Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.42M in Q4 2017.
951 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2021.

Based on UBP Investment Advisors's 13F filing for Q4 2021, filed 15 Feb 2022.