| Quarter | Score |
|---|---|
| 2022-Q3 | 45.5 |
| 2022-Q4 | 50.4 |
| 2023-Q1 | 41.3 |
| 2023-Q3 | 50.4 |
| 2023-Q4 | 36.7 |
| 2024-Q1 | 48.8 |
| 2024-Q2 | 67.8 |
| 2024-Q3 | 57.9 |
| 2024-Q4 | 34.2 |
| 2025-Q1 | 35.5 |
| 2025-Q2 | 38.4 |
| 2025-Q3 | 38.4 |
| 2025-Q4 | 62.6 |
| 2026-Q1 | 62.2 |
| 2026-Q2 | 62.9 |
Solid consensus with smart money net adding at reasonable prices
Within 0.0% of funds' estimated purchase price
1 of 18 tracked funds hold HYG. Avg conviction: 0.0%. Net adding. First tracked at $80.63 (current -4.2% vs tracked).
Benchmark comparison unavailable
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Citadel Advisors | 0.0% | Add |