World Equity Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

World Equity Group’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
2023 Q3	–	Sell	-3,303	Closed	-$248K	–	365
2023 Q2	$248K	Buy	+3,303	New	+$246K	0.07%	265
2023 Q1	–	Sell	-5,873	Closed	-$432K	–	543
2022 Q4	$432K	Buy	+5,873	New	+$433K	0.1%	198
2022 Q2	–	Sell	-6,768	Closed	-$557K	–	367
2022 Q1	$557K	Buy	+6,768	New	+$566K	0.12%	192

Other funds holding HYG

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

World Equity Group's HYG Position: Q3 2023 in Review

World Equity Group sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2023, closing a stake of 3,303 shares — an estimated $248K sold.

World Equity Group first reported a position in HYG in Q1 2022 and held it in 3 quarters. The position peaked at $557K in Q1 2022. 852 funds tracked by Wall St. Rank hold HYG as of Q3 2023.

World Equity Group reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
World Equity Group sold 3,303 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2023, an estimated $248K.
World Equity Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2022 and held it in 3 quarters.
World Equity Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $557K in Q1 2022.
852 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2023.

Based on World Equity Group's 13F filing for Q3 2023, filed 22 Jul 2024.