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

Winning Points 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
Q3 		– Sell
-3,800
Closed -$279K – 52
2022
Q2 		$279K Sell
3,800
-1,000
-21% -$77.8K 0.31% 42
2022
Q1 		$395K Sell
4,800
-116,261
-96% -$9.72M 0.31% 40
2021
Q4 		$10.6M Buy
121,061
+110,122
+1,007% +$9.55M 7.67% 2
2021
Q3 		$958K Sell
10,939
-8,587
-44% -$753K 0.7% 30
2021
Q2 		$1.72M Sell
19,526
-171
-0.9% -$14.9K 1.29% 24
2021
Q1 		$1.72M Buy
19,697
+171
+0.9% +$14.9K 1.28% 25
2020
Q4 		$1.7M Sell
19,526
-10,400
-35% -$890K 1.37% 20
2020
Q3 		$2.51M Hold
29,926
– – 2.14% 14
2020
Q2 		$2.44M Sell
29,926
-41,090
-58% -$3.31M 2.33% 14
2020
Q1 		$5.47M Sell
71,016
-50,000
-41% -$4.22M 5.34% 4
2019
Q4 		$10.6M Sell
121,016
-45
-0% -$3.92K 6.79% 3
2019
Q3 		$10.5M Hold
121,061
– – 7.61% 3
2019
Q2 		$10.6M Hold
121,061
– – 7.67% 2
2019
Q1 		$10.5M Sell
121,061
-2,000
-2% -$170K 8.09% 1
2018
Q4 		$9.97M Sell
123,061
-5,584
-4% -$467K 8.56% 1
2018
Q3 		$11.1M Hold
128,645
– – 8.18% 2
2018
Q2 		$10.9M Hold
128,645
– – 8.75% 1
2018
Q1 		$11M Hold
128,645
– – 8.97% 1
2017
Q4 		$11.2M Hold
128,645
– – 9.13% 1
2017
Q3 		$11.4M Buy
128,645
+23,762
+23% +$2.1M 9.83% 1
2017
Q2 		$9.22M Sell
104,883
-23,800
-18% -$2.09M 9.01% 1
2017
Q1 		$11.3M Buy
128,683
+37,900
+42% +$3.31M 11.05% 1
2016
Q4 		$7.94M Buy
+90,783
New +$7.82M 8.67% 1

Other funds holding HYG

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
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Winning Points Advisors's HYG Position: Q3 2022 in Review

Winning Points Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2022, closing a stake of 3,800 shares — an estimated $279K sold.

Winning Points Advisors first reported a position in HYG in Q4 2016 and held it in 23 quarters. The position peaked at $11.4M in Q3 2017. 782 funds tracked by Wall St. Rank hold HYG as of Q3 2022.

  • Winning Points Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Winning Points Advisors sold 3,800 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2022, an estimated $279K.
  • Winning Points Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2016 and held it in 23 quarters.
  • Winning Points Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $11.4M in Q3 2017.
  • 782 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2022.

Based on Winning Points Advisors's 13F filing for Q3 2022, filed 7 Oct 2022.