1834 Investment Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

1834 Investment Advisors’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
2020 Q1	–	Sell	-224	Closed	-$20K	–	418
2019 Q4	$20K	Hold	224	–	–	﹤0.01%	328
2019 Q3	$20K	Hold	224	–	–	﹤0.01%	327
2019 Q2	$20K	Buy	+224	New	+$19.3K	﹤0.01%	337
2018 Q4	–	Sell	-224	Closed	-$19K	–	408
2018 Q3	$19K	Hold	224	–	–	﹤0.01%	334
2018 Q2	$19K	Sell	224 -122	-35%	-$10.5K	﹤0.01%	337
2018 Q1	$30K	Sell	346 -254	-42%	-$21.9K	0.01%	314
2017 Q4	$52K	Buy	+600	New	+$52.7K	0.01%	285

Other funds holding HYG

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

1834 Investment Advisors's HYG Position: Q1 2020 in Review

1834 Investment Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2020, closing a stake of 224 shares — an estimated $20K sold.

1834 Investment Advisors first reported a position in HYG in Q4 2017 and held it in 7 quarters. The position peaked at $52K in Q4 2017. 714 funds tracked by Wall St. Rank hold HYG as of Q1 2020.

1834 Investment Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
1834 Investment Advisors sold 224 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2020, an estimated $20K.
1834 Investment Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and held it in 7 quarters.
1834 Investment Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $52K in Q4 2017.
714 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2020.

Based on 1834 Investment Advisors's 13F filing for Q1 2020, filed 15 May 2020.