WIA
HYG icon

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wealthstreet Investment Advisors's HYG Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2021, closing a stake of 51,964 shares — an estimated $4.53M sold.

Wealthstreet Investment Advisors first reported a position in HYG in Q4 2017 and held it in 14 quarters. The position peaked at $4.67M in Q4 2017. 901 funds tracked by Wall St. Rank hold HYG as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 51,964 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2021, an estimated $4.53M.
  • Wealthstreet Investment Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $4.67M in Q4 2017.
  • 901 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.