Wealth Advisory Solutions’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Wealth Advisory Solutions’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	-11,660	Closed	-$361K	–	124
2023 Q2	$361K	Buy	+11,660	New	+$870K	0.1%	85
2021 Q2	–	Sell	-19,697	Closed	-$1.72M	–	181
2021 Q1	$1.72M	Buy	+19,697	New	+$1.71M	0.36%	83

Other funds holding HYG

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 New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

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

Wealth Advisory Solutions's HYG Position: Q3 2023 in Review

Wealth Advisory Solutions sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2023, closing a stake of 11,660 shares — an estimated $361K sold.

Wealth Advisory Solutions first reported a position in HYG in Q1 2021 and held it in 2 quarters. The position peaked at $1.72M in Q1 2021. 851 funds tracked by Wall St. Rank hold HYG as of Q3 2023.

Wealth Advisory Solutions reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Wealth Advisory Solutions sold 11,660 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2023, an estimated $361K.
Wealth Advisory Solutions first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2021 and held it in 2 quarters.
Wealth Advisory Solutions's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.72M in Q1 2021.
851 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2023.

Based on Wealth Advisory Solutions's 13F filing for Q3 2023, filed 7 Feb 2024.