WealthPLAN Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

WealthPLAN Partners’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 Q4	–	Sell	-3,961	Closed	-$292K	–	329
2023 Q3	$292K	Sell	3,961 -79	-2%	-$5.9K	0.03%	266
2023 Q2	$303K	Sell	4,040 -126	-3%	-$9.4K	0.04%	242
2023 Q1	$315K	Sell	4,166 -650	-13%	-$48.7K	0.04%	247
2022 Q4	$361K	Buy	+4,816	New	+$355K	0.03%	291
2022 Q1	$374K	Buy	4,761 +3	+0.1%	+$251	0.03%	284
2021 Q4	$403K	Sell	4,758 -122	-3%	-$10.6K	0.03%	276
2021 Q3	$424K	Buy	4,880 +614	+14%	+$53.9K	0.03%	273
2021 Q2	$372K	Buy	+4,266	New	+$372K	0.03%	264
2019 Q2	–	Sell	-7,195	Closed	-$617K	–	254
2019 Q1	$617K	Buy	7,195 +37	+0.5%	+$3.14K	0.1%	141
2018 Q4	$611K	Buy	+7,158	New	+$599K	0.1%	133
2018 Q3	–	Sell	-6,015	Closed	-$512K	–	266
2018 Q2	$512K	Sell	6,015 -330	-5%	-$28.3K	0.1%	138
2018 Q1	$543K	Sell	6,345 -4,007	-39%	-$346K	0.12%	137
2017 Q4	$903K	Buy	10,352 +764	+8%	+$67K	0.24%	97
2017 Q3	$851K	Buy	9,588 +6,960	+265%	+$614K	0.24%	82
2017 Q2	$232K	Buy	2,628 +2,595	+7,864%	+$228K	0.07%	155
2017 Q1	$2.88K	Buy	+33	New	+$2.88K	0.01%	391
2016 Q3	$9.53K	Buy	110 +38	+53%	+$3.27K	﹤0.01%	609
2016 Q2	$3.05K	Buy	+72	New	+$5.98K	﹤0.01%	2133

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

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

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

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

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

WealthPLAN Partners's HYG Position: Q4 2023 in Review

WealthPLAN Partners sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2023, closing a stake of 3,961 shares — an estimated $292K sold.

WealthPLAN Partners first reported a position in HYG in Q2 2016 and held it in 18 quarters. The position peaked at $903K in Q4 2017. 929 funds tracked by Wall St. Rank hold HYG as of Q4 2023.

WealthPLAN Partners reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
WealthPLAN Partners sold 3,961 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2023, an estimated $292K.
WealthPLAN Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2016 and held it in 18 quarters.
WealthPLAN Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $903K in Q4 2017.
929 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2023.

Based on WealthPLAN Partners's 13F filing for Q4 2023, filed 5 Jan 2024.