Westside Investment Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Westside Investment Management’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	-8,225	Closed	-$618K	–	847
2023 Q1	$618K	Buy	8,225 +4,025	+96%	+$301K	0.18%	116
2022 Q4	$114K	Buy	4,200 +300	+8%	+$22.1K	0.28%	83
2022 Q3	$104K	Buy	3,900 +700	+22%	+$52.9K	0.25%	92
2022 Q2	$88.5K	Hold	3,200	–	–	0.2%	99
2022 Q1	$98.9K	Sell	3,200 -1,350	-30%	-$113K	0.22%	95
2021 Q4	$105K	Buy	4,550 +3,450	+314%	+$299K	0.24%	88
2021 Q3	$96	Sell	1,100 -400	-27%	-$35.1K	﹤0.01%	345
2021 Q2	$132	Buy	+1,500	New	+$131K	﹤0.01%	315
2018 Q4	$138K	Buy	1,700 +600	+55%	+$50.2K	0.05%	184
2018 Q3	$95K	Buy	1,100 +100	+10%	+$8.59K	0.03%	208
2018 Q2	$84.8K	Hold	1,000	–	–	0.03%	243
2018 Q1	$85K	Buy	1,000 +600	+150%	+$51.8K	0.05%	228
2017 Q4	$35.2K	Hold	400	–	–	0.02%	317
2017 Q3	$35.4K	Hold	400	–	–	0.02%	305
2017 Q2	$35.1K	Hold	400	–	–	0.02%	299
2017 Q1	$34.9K	Hold	400	–	–	0.02%	286
2016 Q4	$34.9K	Buy	+400	New	+$34.4K	0.02%	214

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 22.96% 1-Year Est. Return

Westside Investment Management's HYG Position: Q2 2023 in Review

Westside Investment Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2023, closing a stake of 8,225 shares — an estimated $618K sold.

Westside Investment Management first reported a position in HYG in Q4 2016 and held it in 17 quarters. The position peaked at $618K in Q1 2023. 861 funds tracked by Wall St. Rank hold HYG as of Q2 2023.

Westside Investment Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Westside Investment Management sold 8,225 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2023, an estimated $618K.
Westside Investment Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2016 and held it in 17 quarters.
Westside Investment Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $618K in Q1 2023.
861 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2023.

Based on Westside Investment Management's 13F filing for Q2 2023, filed 14 Jul 2023.