Wagner Wealth Management (South Carolina)’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q4	–	Sell	-873	Closed	-$62K	–	462
2022 Q3	$62K	Sell	873 -745	-46%	-$56.3K	0.05%	185
2022 Q2	$119K	Sell	1,618 -3,366	-68%	-$262K	0.09%	134
2022 Q1	$410K	Buy	4,984 +2,590	+108%	+$217K	0.29%	80
2021 Q4	$208K	Buy	2,394 +1,718	+254%	+$149K	0.16%	119
2021 Q3	$59K	Sell	676 -653	-49%	-$57.3K	0.05%	225
2021 Q2	$117K	Sell	1,329 -1,367	-51%	-$119K	0.08%	165
2021 Q1	$235K	Buy	2,696 +10	+0.4%	+$870	0.18%	99
2020 Q4	$235K	Buy	+2,686	New	+$230K	0.22%	88
2018 Q3	$228K	Hold	2,635	–	–	0.15%	118
2018 Q2	$224K	Buy	2,635 +368	+16%	+$31.5K	0.16%	105
2018 Q1	$194K	Hold	2,267	–	–	0.15%	106
2017 Q4	$199K	Buy	+2,267	New	+$199K	0.15%	108

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wagner Wealth Management (South Carolina)'s HYG Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2022, closing a stake of 873 shares — an estimated $62K sold.

Wagner Wealth Management (South Carolina) first reported a position in HYG in Q4 2017 and held it in 12 quarters. The position peaked at $410K in Q1 2022. 896 funds tracked by Wall St. Rank hold HYG as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 873 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2022, an estimated $62K.
Wagner Wealth Management (South Carolina) first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and held it in 12 quarters.
Wagner Wealth Management (South Carolina)'s iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $410K in Q1 2022.
896 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.