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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-300
Closed -$25K 571
2022
Q1
$25K Buy
+300
New +$25.1K ﹤0.01% 615

Other funds holding HYG

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. 789 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.
  • 789 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.