WR Wealth Planners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

WR Wealth Planners’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 Q4	$31.9K	Buy	406 +132	+48%	+$10.5K	0.01%	379
2024 Q3	$22K	Sell	274 -25	-8%	-$1.97K	0.01%	466
2024 Q2	$23.1K	Sell	299 -46	-13%	-$3.54K	0.01%	423
2024 Q1	$26.8K	Buy	+345	New	+$26.7K	0.01%	408
2023 Q4	–	Sell	-647	Closed	-$47.7K	–	490
2023 Q3	$47.7K	Buy	647 +45	+7%	+$3.36K	0.02%	320
2023 Q2	$45.2K	Buy	602 +33	+6%	+$2.46K	0.02%	330
2023 Q1	$43K	Buy	569 +304	+115%	+$22.8K	0.02%	338
2022 Q4	$19.5K	Hold	265	–	–	0.01%	219
2022 Q3	$18.9K	Sell	265 -298	-53%	-$22.5K	0.01%	210
2022 Q2	$41.4K	Sell	563 -29	-5%	-$2.25K	0.03%	185
2022 Q1	$48.7K	Buy	+592	New	+$49.5K	0.03%	172

Other funds holding HYG

CCMG

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WR Wealth Planners's HYG Position: Q4 2024 in Review

WR Wealth Planners increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 48% in Q4 2024, buying an estimated $10.5K and bringing the position to 406 shares worth $31.9K. The position accounts for 0.01% of the portfolio, ranked #379.

WR Wealth Planners first reported a position in HYG in Q1 2022 and has held it in 11 quarters since. The position peaked at $48.7K in Q1 2022. 983 funds tracked by Wall St. Rank hold HYG as of Q4 2024.

WR Wealth Planners held 406 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $31.9K as of Q4 2024.
WR Wealth Planners bought 132 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2024, an estimated $10.5K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #379 holding.
WR Wealth Planners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $48.7K in Q1 2022.
983 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.