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

Aevitas Wealth Management’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
2018 Q4	–	Sell	-675	Closed	-$58K	–	425
2018 Q3	$58K	Hold	675	–	–	0.05%	185
2018 Q2	$57K	Buy	+675	New	+$57.8K	0.06%	181

Other funds holding HYG

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

BlackRock New York $5.72T AUM 30.48% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

MAMNY

Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return

Aevitas Wealth Management's HYG Position: Q4 2018 in Review

Aevitas Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2018, closing a stake of 675 shares — an estimated $58K sold.

Aevitas Wealth Management first reported a position in HYG in Q2 2018 and held it in 2 quarters. The position peaked at $58K in Q3 2018. 673 funds tracked by Wall St. Rank hold HYG as of Q4 2018.

Aevitas Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Aevitas Wealth Management sold 675 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2018, an estimated $58K.
Aevitas Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2018 and held it in 2 quarters.
Aevitas Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $58K in Q3 2018.
673 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.