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

WESPAC 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
2022 Q1	–	Sell	-4,390	Closed	-$382K	–	119
2021 Q4	$382K	Sell	4,390 -884	-17%	-$76.7K	0.26%	115
2021 Q3	$461K	Buy	+5,274	New	+$463K	0.28%	107
2015 Q3	–	Sell	-17,431	Closed	-$1.55M	–	85
2015 Q2	$1.55M	Buy	17,431 +968	+6%	+$87.5K	1.16%	34
2015 Q1	$1.49M	Buy	16,463 +1,762	+12%	+$159K	1.13%	33
2014 Q4	$1.32M	Buy	14,701 +1,158	+9%	+$105K	0.92%	42
2014 Q3	$1.25M	Buy	13,543 +5,908	+77%	+$552K	1%	38
2014 Q2	$727K	Sell	7,635 -1,389	-15%	-$131K	0.83%	48
2014 Q1	$852K	Buy	9,024 +688	+8%	+$64.5K	0.74%	60
2013 Q4	$774K	Buy	8,336 +686	+9%	+$63.7K	0.64%	71
2013 Q3	$701K	Buy	+7,650	New	+$702K	0.82%	47

Other funds holding HYG

Goldman Sachs New York $1.15T AUM 47.82% 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

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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

WESPAC Advisors's HYG Position: Q1 2022 in Review

WESPAC Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2022, closing a stake of 4,390 shares — an estimated $382K sold.

WESPAC Advisors first reported a position in HYG in Q3 2013 and held it in 10 quarters. The position peaked at $1.55M in Q2 2015. 876 funds tracked by Wall St. Rank hold HYG as of Q1 2022.

WESPAC Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
WESPAC Advisors sold 4,390 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2022, an estimated $382K.
WESPAC Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2013 and held it in 10 quarters.
WESPAC Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.55M in Q2 2015.
876 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2022.

Based on WESPAC Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.