Woodmont Investment Counsel’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Woodmont Investment Counsel’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 Q2	–	Sell	-72	Closed	-$5.6K	–	279
2024 Q1	$5.6K	Buy	+72	New	+$5.56K	﹤0.01%	344
2016 Q4	–	Sell	-712	Closed	-$62K	–	388
2016 Q3	$62K	Sell	712 -4,960	-87%	-$427K	0.02%	238
2016 Q2	$480K	Buy	5,672 +5,165	+1,019%	+$429K	0.14%	139
2016 Q1	$41K	Sell	507 -300	-37%	-$23.8K	0.01%	279
2015 Q4	$65K	Buy	807 +430	+114%	+$35.8K	0.02%	241
2015 Q3	$31K	Sell	377 -48	-11%	-$4.16K	0.01%	309
2015 Q2	$38K	Buy	+425	New	+$38.4K	0.01%	284

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Woodmont Investment Counsel's HYG Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2024, closing a stake of 72 shares — an estimated $5.6K sold.

Woodmont Investment Counsel first reported a position in HYG in Q2 2015 and held it in 7 quarters. The position peaked at $480K in Q2 2016. 893 funds tracked by Wall St. Rank hold HYG as of Q2 2024.

Woodmont Investment Counsel reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Woodmont Investment Counsel sold 72 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2024, an estimated $5.6K.
Woodmont Investment Counsel first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2015 and held it in 7 quarters.
Woodmont Investment Counsel's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $480K in Q2 2016.
893 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.