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Winslow Evans & Crocker’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Winslow Evans & Crocker’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
Q4 		$89K Buy
1,024
+443
+76% +$37.9K 0.02% 466
2020
Q3 		$49K Sell
581
-736
-56% -$61.9K 0.01% 460
2020
Q2 		$107K Buy
1,317
+1,029
+357% +$82.9K 0.03% 348
2020
Q1 		$24K Sell
288
-332
-54% -$28K 0.01% 548
2019
Q4 		$56K Sell
620
-58
-9% -$5.05K 0.01% 483
2019
Q3 		$60K Buy
678
+100
+17% +$8.69K 0.02% 466
2019
Q2 		$52K Hold
578
– – 0.01% 499
2019
Q1 		$50K Buy
+578
New +$49.1K 0.01% 489
2018
Q4 		– Sell
-318
Closed -$28K – 1113
2018
Q3 		$28K Buy
318
+168
+112% +$14.4K 0.01% 594
2018
Q2 		$14K Buy
+150
New +$12.8K ﹤0.01% 735
2018
Q1 		– Sell
-234
Closed -$20.3K – 1136
2017
Q4 		$20.3K Sell
234
-246
-51% -$21.6K 0.01% 653
2017
Q3 		$42.5K Buy
480
+1
+0.2% +$88 0.01% 511
2017
Q2 		$42.3K Sell
479
-85
-15% -$7.48K 0.01% 592
2017
Q1 		$49.4K Buy
564
+4
+0.7% +$349 0.02% 538
2016
Q4 		$48.5K Buy
560
+282
+101% +$24.3K 0.01% 543
2016
Q3 		$24.2K Buy
278
+6
+2% +$516 0.01% 693
2016
Q2 		$23K Buy
+272
New +$22.6K 0.01% 668
2014
Q4 		– Sell
-2,598
Closed -$239K – 1352
2014
Q3 		$239K Buy
2,598
+37
+1% +$3.46K 0.07% 279
2014
Q2 		$244K Sell
2,561
-167
-6% -$15.8K 0.08% 236
2014
Q1 		$257K Buy
2,728
+79
+3% +$7.41K 0.09% 234
2013
Q4 		$246K Buy
+2,649
New +$246K 0.08% 252

Other funds holding HYG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Winslow Evans & Crocker's HYG Position: Q4 2020 in Review

Winslow Evans & Crocker increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 76% in Q4 2020, buying an estimated $37.9K and bringing the position to 1,024 shares worth $89K. The position accounts for 0.02% of the portfolio, ranked #466.

Winslow Evans & Crocker first reported a position in HYG in Q4 2013 and has held it in 21 quarters since. The position peaked at $257K in Q1 2014. 885 funds tracked by Wall St. Rank hold HYG as of Q4 2020.

  • Winslow Evans & Crocker held 1,024 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $89K as of Q4 2020.
  • Winslow Evans & Crocker bought 443 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2020, an estimated $37.9K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #466 holding.
  • Winslow Evans & Crocker first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2013 and has held it in 21 quarters since.
  • Winslow Evans & Crocker's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $257K in Q1 2014.
  • 885 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.