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

Valeo 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
2022 Q2	–	Sell	-3,060	Closed	-$252K	–	570
2022 Q1	$252K	Buy	+3,060	New	+$256K	0.01%	494
2021 Q2	–	Sell	-9,367	Closed	-$817K	–	1096
2021 Q1	$817K	Hold	9,367	–	–	0.04%	201
2020 Q4	$818K	Buy	+9,367	New	+$802K	0.04%	178
2020 Q3	–	Sell	-50	Closed	-$4K	–	1831
2020 Q2	$4K	Buy	+50	New	+$4.03K	﹤0.01%	1589
2020 Q1	–	Sell	-146	Closed	-$13K	–	1845
2019 Q4	$13K	Buy	146 +144	+7,200%	+$12.5K	﹤0.01%	1029
2019 Q3	$0	Hold	2	–	–	﹤0.01%	1610
2019 Q2	$0	Sell	2 -146	-99%	-$12.6K	﹤0.01%	1603
2019 Q1	$13K	Buy	148 +1	+0.7%	+$85	﹤0.01%	888
2018 Q4	$12K	Sell	147 -84	-36%	-$7.03K	﹤0.01%	834
2018 Q3	$19K	Buy	231 +71	+44%	+$6.1K	﹤0.01%	790
2018 Q2	$14K	Buy	160 +15	+10%	+$1.28K	﹤0.01%	863
2018 Q1	$12K	Buy	+145	New	+$12.5K	﹤0.01%	882
2017 Q4	–	Sell	-13	Closed	-$1K	–	1404
2017 Q3	$1K	Buy	+13	New	+$1.15K	﹤0.01%	1097

Other funds holding HYG

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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Valeo Financial Advisors's HYG Position: Q2 2022 in Review

Valeo Financial Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2022, closing a stake of 3,060 shares — an estimated $252K sold.

Valeo Financial Advisors first reported a position in HYG in Q3 2017 and held it in 13 quarters. The position peaked at $818K in Q4 2020. 788 funds tracked by Wall St. Rank hold HYG as of Q2 2022.

Valeo Financial Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Valeo Financial Advisors sold 3,060 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2022, an estimated $252K.
Valeo Financial Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2017 and held it in 13 quarters.
Valeo Financial Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $818K in Q4 2020.
788 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2022.

Based on Valeo Financial Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.