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

Affinity 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
2013
Q3 		$249K Buy
2,717
+12
+0.4% +$1.1K 0.11% 47
2013
Q2 		$246K Buy
+2,705
New +$254K 0.11% 39

Other funds holding HYG

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Affinity Wealth Management's HYG Position: Q3 2013 in Review

Affinity Wealth Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.44% in Q3 2013, buying an estimated $1.1K and bringing the position to 2,717 shares worth $249K. The position accounts for 0.11% of the portfolio, ranked #47.

Affinity Wealth Management first reported a position in HYG in Q2 2013 and has held it in 2 quarters since. 393 funds tracked by Wall St. Rank hold HYG as of Q3 2013.

  • Affinity Wealth Management held 2,717 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $249K as of Q3 2013.
  • Affinity Wealth Management bought 12 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2013, an estimated $1.1K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.11% of Affinity Wealth Management's portfolio in Q3 2013, its #47 holding.
  • Affinity Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 2 quarters since.
  • 393 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2013.

Based on Affinity Wealth Management's 13F filing for Q3 2013, filed 31 Oct 2013.