Acorn Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-124
Closed -$11K 262
2018
Q2
$11K Hold
124
0.01% 501
2018
Q1
$11K Buy
124
+54
+77% +$4.67K 0.01% 493
2017
Q4
$6K Buy
+70
New +$6.14K 0.01% 574

Other funds holding HYG

Acorn Wealth Advisors's HYG Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2018, closing a stake of 124 shares — an estimated $11K sold.

Acorn Wealth Advisors first reported a position in HYG in Q4 2017 and held it in 3 quarters. The position peaked at $11K in Q2 2018. 647 funds tracked by Wall St. Rank hold HYG as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 124 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2018, an estimated $11K.
  • Acorn Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $11K in Q2 2018.
  • 647 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.