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

Wilshire 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
2020
Q3 		– Sell
-42,436
Closed -$3.46M – 25
2020
Q2 		$3.46M Buy
42,436
+33,506
+375% +$2.7M 3.64% 10
2020
Q1 		$688K Sell
8,930
-13,835
-61% -$1.17M 0.75% 25
2019
Q4 		$2M Sell
22,765
-820
-3% -$71.4K 1.78% 23
2019
Q3 		$2.06M Sell
23,585
-1,290
-5% -$112K 1.83% 23
2019
Q2 		$2.17M Buy
24,875
+9,140
+58% +$789K 1.92% 21
2019
Q1 		$1.36M Sell
15,735
-4,620
-23% -$392K 1.28% 23
2018
Q4 		$1.65M Sell
20,355
-2,400
-11% -$201K 1.74% 19
2018
Q3 		$1.97M Sell
22,755
-390
-2% -$33.5K 1.86% 19
2018
Q2 		$1.97M Buy
23,145
+350
+2% +$30K 1.86% 18
2018
Q1 		$1.95M Buy
22,795
+1,395
+7% +$121K 1.82% 17
2017
Q4 		$1.87M Sell
21,400
-655
-3% -$57.5K 1.74% 17
2017
Q3 		$1.96M Sell
22,055
-78,902
-78% -$6.96M 1.73% 19
2017
Q2 		$8.9M Buy
100,957
+419
+0.4% +$36.9K 7.72% 4
2017
Q1 		$8.8M Sell
100,538
-11,715
-10% -$1.02M 6.95% 6
2016
Q4 		$9.76M Buy
112,253
+41,583
+59% +$3.58M 7.73% 6
2016
Q3 		$6.17M Buy
70,670
+46,010
+187% +$3.96M 5.34% 8
2016
Q2 		$2.09M Buy
+24,660
New +$2.05M 1.82% 13

Other funds holding HYG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wilshire Advisors's HYG Position: Q3 2020 in Review

Wilshire Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2020, closing a stake of 42,436 shares — an estimated $3.46M sold.

Wilshire Advisors first reported a position in HYG in Q2 2016 and held it in 17 quarters. The position peaked at $9.76M in Q4 2016. 782 funds tracked by Wall St. Rank hold HYG as of Q3 2020.

  • Wilshire Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Wilshire Advisors sold 42,436 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2020, an estimated $3.46M.
  • Wilshire Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2016 and held it in 17 quarters.
  • Wilshire Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $9.76M in Q4 2016.
  • 782 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2020.

Based on Wilshire Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.