V Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

V Wealth 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 Q3	–	Sell	-3,824	Closed	-$336K	–	553
2021 Q2	$336K	Buy	+3,824	New	+$334K	0.05%	341
2020 Q1	–	Sell	-10,516	Closed	-$917K	–	341
2019 Q4	$917K	Hold	10,516	–	–	0.33%	79
2019 Q3	$917K	Buy	+10,516	New	+$913K	0.33%	79
2017 Q3	–	Sell	-20,506	Closed	-$1.81M	–	431
2017 Q2	$1.81M	Buy	20,506 +17,801	+658%	+$1.57M	0.85%	32
2017 Q1	$238K	Buy	+2,705	New	+$236K	0.15%	151

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

V Wealth Advisors's HYG Position: Q3 2021 in Review

V Wealth Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2021, closing a stake of 3,824 shares — an estimated $336K sold.

V Wealth Advisors first reported a position in HYG in Q1 2017 and held it in 5 quarters. The position peaked at $1.81M in Q2 2017. 882 funds tracked by Wall St. Rank hold HYG as of Q3 2021.

V Wealth Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
V Wealth Advisors sold 3,824 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2021, an estimated $336K.
V Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2017 and held it in 5 quarters.
V Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.81M in Q2 2017.
882 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2021.

Based on V Wealth Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.