Zullo Investment Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Zullo Investment 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 Q1	–	Sell	-1,384	Closed	-$102K	–	397
2022 Q4	$102K	Hold	1,384	–	–	0.06%	200
2022 Q3	$99K	Sell	1,384 -56	-4%	-$4.23K	0.06%	201
2022 Q2	$106K	Sell	1,440 -300	-17%	-$23.3K	0.07%	202
2022 Q1	$143K	Sell	1,740 -429	-20%	-$35.9K	0.07%	191
2021 Q4	$189K	Buy	+2,169	New	+$188K	0.1%	164

Other funds holding HYG

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

Jane Street New York $777B AUM 61.18% 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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

BCIM

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

Zullo Investment Group's HYG Position: Q1 2023 in Review

Zullo Investment Group sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2023, closing a stake of 1,384 shares — an estimated $102K sold.

Zullo Investment Group first reported a position in HYG in Q4 2021 and held it in 5 quarters. The position peaked at $189K in Q4 2021. 839 funds tracked by Wall St. Rank hold HYG as of Q1 2023.

Zullo Investment Group reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 1,384 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2023, an estimated $102K.
Zullo Investment Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $189K in Q4 2021.
839 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.