Wealth Management Associates’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Wealth Management Associates’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 Q1	–	Sell	-2,896	Closed	-$252K	–	192
2021 Q4	$252K	Buy	+2,896	New	+$251K	0.14%	166
2020 Q1	–	Sell	-24,213	Closed	-$2.13M	–	131
2019 Q4	$2.13M	Buy	24,213 +1,532	+7%	+$133K	1.52%	17
2019 Q3	$1.98M	Buy	22,681 +319	+1%	+$27.7K	1.59%	18
2019 Q2	$1.95M	Buy	22,362 +2,372	+12%	+$205K	1.94%	17
2019 Q1	$1.73M	Buy	19,990 +1,238	+7%	+$105K	1.88%	15
2018 Q4	$1.52M	Buy	+18,752	New	+$1.57M	2.05%	15

Other funds holding HYG

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Wealth Management Associates's HYG Position: Q1 2022 in Review

Wealth Management Associates sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2022, closing a stake of 2,896 shares — an estimated $252K sold.

Wealth Management Associates first reported a position in HYG in Q4 2018 and held it in 6 quarters. The position peaked at $2.13M in Q4 2019. 876 funds tracked by Wall St. Rank hold HYG as of Q1 2022.

Wealth Management Associates reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Wealth Management Associates sold 2,896 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2022, an estimated $252K.
Wealth Management Associates first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and held it in 6 quarters.
Wealth Management Associates's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.13M in Q4 2019.
876 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2022.

Based on Wealth Management Associates's 13F filing for Q1 2022, filed 28 May 2025.