Western Financial Corp’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Western Financial Corp’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	-21,459	Closed	-$1.87M	–	100
2021 Q4	$1.87M	Buy	21,459 +216	+1%	+$18.7K	0.98%	9
2021 Q3	$1.86M	Sell	21,243 -12,171	-36%	-$1.07M	1.1%	7
2021 Q2	$2.94M	Buy	33,414 +2,391	+8%	+$209K	1.59%	7
2021 Q1	$2.71M	Sell	31,023 -1,434	-4%	-$125K	1.65%	7
2020 Q4	$2.83M	Buy	+32,457	New	+$2.78M	1.86%	4

Other funds holding HYG

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Western Financial Corp's HYG Position: Q1 2022 in Review

Western Financial Corp sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2022, closing a stake of 21,459 shares — an estimated $1.87M sold.

Western Financial Corp first reported a position in HYG in Q4 2020 and held it in 5 quarters. The position peaked at $2.94M in Q2 2021. 877 funds tracked by Wall St. Rank hold HYG as of Q1 2022.

Western Financial Corp reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Western Financial Corp sold 21,459 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2022, an estimated $1.87M.
Western Financial Corp first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2020 and held it in 5 quarters.
Western Financial Corp's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.94M in Q2 2021.
877 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2022.

Based on Western Financial Corp's 13F filing for Q1 2022, filed 22 Apr 2022.