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HYG icon

Veritable’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Veritable’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
2023
Q3 		– Sell
-17,619
Closed -$1.32M – 364
2023
Q2 		$1.32M Buy
17,619
+282
+2% +$21K 0.02% 311
2023
Q1 		$1.31M Sell
17,337
-1,273
-7% -$95.4K 0.02% 306
2022
Q4 		$1.37M Buy
18,610
+2,173
+13% +$160K 0.02% 291
2022
Q3 		$1.17M Sell
16,437
-357
-2% -$27K 0.02% 304
2022
Q2 		$1.24M Sell
16,794
-3,102
-16% -$241K 0.02% 328
2022
Q1 		$1.64M Buy
19,896
+1,268
+7% +$106K 0.03% 294
2021
Q4 		$1.62M Buy
18,628
+330
+2% +$28.6K 0.02% 296
2021
Q3 		$1.6M Sell
18,298
-40
-0.2% -$3.51K 0.03% 279
2021
Q2 		$1.61M Buy
18,338
+1,674
+10% +$146K 0.03% 283
2021
Q1 		$1.45M Buy
16,664
+1,221
+8% +$106K 0.02% 284
2020
Q4 		$1.35M Buy
15,443
+1,612
+12% +$138K 0.02% 280
2020
Q3 		$1.16M Buy
13,831
+818
+6% +$68.9K 0.02% 291
2020
Q2 		$1.06M Sell
13,013
-8,638
-40% -$696K 0.02% 296
2020
Q1 		$1.67M Sell
21,651
-195
-0.9% -$16.5K 0.04% 211
2019
Q4 		$1.92M Buy
21,846
+2,807
+15% +$244K 0.04% 237
2019
Q3 		$1.66M Buy
19,039
+2,637
+16% +$229K 0.03% 247
2019
Q2 		$1.43M Sell
16,402
-1,318
-7% -$114K 0.03% 274
2019
Q1 		$1.53M Buy
17,720
+1,361
+8% +$116K 0.03% 256
2018
Q4 		$1.33M Sell
16,359
-368
-2% -$30.8K 0.03% 267
2018
Q3 		$1.45M Buy
16,727
+5,629
+51% +$484K 0.03% 277
2018
Q2 		$944K Hold
11,098
– – 0.02% 353
2018
Q1 		$950K Sell
11,098
-542
-5% -$46.8K 0.02% 341
2017
Q4 		$1.02M Sell
11,640
-7,628
-40% -$669K 0.02% 329
2017
Q3 		$1.71M Buy
19,268
+962
+5% +$84.9K 0.04% 244
2017
Q2 		$1.62M Buy
18,306
+388
+2% +$34.2K 0.04% 257
2017
Q1 		$1.57M Buy
17,918
+364
+2% +$31.8K 0.04% 247
2016
Q4 		$1.52M Buy
17,554
+1,436
+9% +$124K 0.04% 244
2016
Q3 		$1.41M Buy
16,118
+1,267
+9% +$109K 0.04% 255
2016
Q2 		$1.26M Buy
14,851
+9,011
+154% +$749K 0.03% 260
2016
Q1 		$477K Buy
+5,840
New +$464K 0.01% 451

Other funds holding HYG

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Veritable's HYG Position: Q3 2023 in Review

Veritable sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2023, closing a stake of 17,619 shares — an estimated $1.32M sold.

Veritable first reported a position in HYG in Q1 2016 and held it in 30 quarters. The position peaked at $1.92M in Q4 2019. 851 funds tracked by Wall St. Rank hold HYG as of Q3 2023.

  • Veritable reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 17,619 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2023, an estimated $1.32M.
  • Veritable first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2016 and held it in 30 quarters.
  • Veritable's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.92M in Q4 2019.
  • 851 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.