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

VitalStone Financial’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
2024
Q3 		$9.88K Buy
123
+111
+925% +$8.73K 0.01% 261
2024
Q2 		$926 Sell
12
-1,928
-99% -$148K ﹤0.01% 423
2024
Q1 		$151K Sell
1,940
-425
-18% -$32.8K 0.12% 114
2023
Q4 		$183K Buy
2,365
+2,272
+2,443% +$169K 0.15% 98
2023
Q3 		$7K Buy
+93
New +$6.94K 0.01% 269

Other funds holding HYG

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VitalStone Financial's HYG Position: Q3 2024 in Review

VitalStone Financial increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 925% in Q3 2024, buying an estimated $8.73K and bringing the position to 123 shares worth $9.88K. The position accounts for 0.01% of the portfolio, ranked #261.

VitalStone Financial first reported a position in HYG in Q3 2023 and has held it in 5 quarters since. The position peaked at $183K in Q4 2023. 892 funds tracked by Wall St. Rank hold HYG as of Q3 2024.

  • VitalStone Financial held 123 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $9.88K as of Q3 2024.
  • VitalStone Financial bought 111 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2024, an estimated $8.73K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of VitalStone Financial's portfolio in Q3 2024, its #261 holding.
  • VitalStone Financial first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2023 and has held it in 5 quarters since.
  • VitalStone Financial's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $183K in Q4 2023.
  • 892 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.