Advocacy Wealth Management Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Advocacy Wealth Management Services’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
2017 Q2	–	Sell	-106	Closed	-$9K	–	292
2017 Q1	$9K	Sell	106 -6,673	-98%	-$583K	﹤0.01%	217
2016 Q4	$587K	Sell	6,779 -203	-3%	-$17.5K	0.18%	24
2016 Q3	$609K	Sell	6,982 -978	-12%	-$84.1K	0.24%	29
2016 Q2	$674K	Buy	7,960 +2,567	+48%	+$213K	0.34%	31
2016 Q1	$441K	Buy	5,393 +2,522	+88%	+$200K	0.31%	54
2015 Q4	$232K	Buy	+2,871	New	+$239K	0.26%	77
2013 Q3	–	Sell	-1,647	Closed	-$150K	–	297
2013 Q2	$150K	Buy	+1,647	New	+$155K	0.6%	51

Other funds holding HYG

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

HMC

Harvard Management Company Boston, Massachusetts $1.82B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BAM

BTS Asset Management Lincoln, Massachusetts $25.9M AUM 2.16% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Advocacy Wealth Management Services's HYG Position: Q2 2017 in Review

Advocacy Wealth Management Services sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2017, closing a stake of 106 shares — an estimated $9K sold.

Advocacy Wealth Management Services first reported a position in HYG in Q2 2013 and held it in 7 quarters. The position peaked at $674K in Q2 2016. 590 funds tracked by Wall St. Rank hold HYG as of Q2 2017.

Advocacy Wealth Management Services reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 106 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2017, an estimated $9K.
Advocacy Wealth Management Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and held it in 7 quarters.
Advocacy Wealth Management Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $674K in Q2 2016.
590 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2017, filed 18 Jul 2017.