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WIA
Wealthstreet Investment Advisors’s
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
Stock Holding History
Wealthstreet Investment Advisors’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
2021
Q2
–
Sell
-51,964
Closed
-$4.53M
–
197
2021
Q1
$4.53M
Buy
51,964
+1,531
+3%
+$133K
0.44%
56
2020
Q4
$4.4M
Sell
50,433
-75
-0.1%
-$6.42K
0.45%
54
2020
Q3
$4.24M
Buy
50,508
+2,678
+6%
+$225K
0.47%
52
2020
Q2
$3.9M
Buy
47,830
+5,307
+12%
+$428K
0.48%
53
2020
Q1
$3.28M
Sell
42,523
-9,237
-18%
-$780K
0.48%
50
2019
Q4
$4.55M
Buy
51,760
+17,145
+50%
+$1.49M
0.53%
52
2019
Q3
$3.02M
Sell
34,615
-14,765
-30%
-$1.28M
0.39%
65
2019
Q2
$4.3M
Sell
49,380
-1,030
-2%
-$88.9K
0.56%
52
2019
Q1
$4.36M
Buy
50,410
+1,012
+2%
+$85.9K
0.57%
50
2018
Q4
$4.16M
Sell
49,398
-4,588
-8%
-$384K
0.58%
49
2018
Q3
$4.67M
Buy
53,986
+1,139
+2%
+$97.9K
0.58%
51
2018
Q2
$4.5M
Sell
52,847
-1,584
-3%
-$136K
0.59%
47
2018
Q1
$4.66M
Buy
54,431
+905
+2%
+$78.2K
0.58%
43
2017
Q4
$4.67M
Buy
+53,526
New
+$4.7M
0.57%
48
Other funds holding HYG
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
TD Asset Management
Toronto, Ontario, Canada
$123B AUM
34.51%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto, Ontario, Canada
$60.6B AUM
31.35%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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