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

Wetzel 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
2024
Q3 		– Sell
-330
Closed -$25.7K – 462
2024
Q2 		$25.7K Hold
330
– – 0.01% 311
2024
Q1 		$25K Hold
330
– – 0.01% 340
2023
Q4 		$26K Buy
+330
New +$24.6K 0.02% 328

Other funds holding HYG

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wetzel Investment Advisors's HYG Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2024, closing a stake of 330 shares — an estimated $25.7K sold.

Wetzel Investment Advisors first reported a position in HYG in Q4 2023 and held it in 3 quarters. The position peaked at $26K in Q4 2023. 892 funds tracked by Wall St. Rank hold HYG as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 330 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2024, an estimated $25.7K.
  • Wetzel Investment Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $26K in Q4 2023.
  • 892 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.