WealthPlan Investment Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

WealthPlan Investment Management’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 Q1	–	Sell	-4,816	Closed	-$361K	–	489
2022 Q4	$361K	Buy	4,816 +91	+2%	+$6.71K	0.03%	290
2022 Q3	$354K	Buy	+4,725	New	+$357K	0.03%	285
2022 Q1	$374K	Buy	+4,761	New	+$398K	0.03%	284

Other funds holding HYG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

WealthPlan Investment Management's HYG Position: Q1 2023 in Review

WealthPlan Investment Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2023, closing a stake of 4,816 shares — an estimated $361K sold.

WealthPlan Investment Management first reported a position in HYG in Q1 2022 and held it in 3 quarters. The position peaked at $374K in Q1 2022. 839 funds tracked by Wall St. Rank hold HYG as of Q1 2023.

WealthPlan Investment Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
WealthPlan Investment Management sold 4,816 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2023, an estimated $361K.
WealthPlan Investment Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2022 and held it in 3 quarters.
WealthPlan Investment Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $374K in Q1 2022.
839 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.