Wells Financial Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Wells Financial 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
2023 Q2	–	Sell	-300	Closed	-$22.7K	–	68
2023 Q1	$22.7K	Hold	300	–	–	0.02%	57
2022 Q4	$22.1K	Sell	300 -2,230	-88%	-$164K	0.02%	54
2022 Q3	$181K	Hold	2,530	–	–	0.18%	34
2022 Q2	$186K	Hold	2,530	–	–	0.17%	34
2022 Q1	$208K	Hold	2,530	–	–	0.17%	35
2021 Q4	$220K	Hold	2,530	–	–	0.18%	35
2021 Q3	$221K	Hold	2,530	–	–	0.19%	36
2021 Q2	$223K	Hold	2,530	–	–	0.19%	37
2021 Q1	$221K	Hold	2,530	–	–	0.2%	38
2020 Q4	$221K	Buy	+2,530	New	+$217K	0.19%	33

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

JSTA

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Financial Advisors's HYG Position: Q2 2023 in Review

Wells Financial Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2023, closing a stake of 300 shares — an estimated $22.7K sold.

Wells Financial Advisors first reported a position in HYG in Q4 2020 and held it in 10 quarters. The position peaked at $223K in Q2 2021. 861 funds tracked by Wall St. Rank hold HYG as of Q2 2023.

Wells Financial Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Wells Financial Advisors sold 300 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2023, an estimated $22.7K.
Wells Financial Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and held it in 10 quarters.
Wells Financial Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $223K in Q2 2021.
861 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2023.

Based on Wells Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.