Aft Forsyth & Sober’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Aft Forsyth & Sober’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	-4,750	Closed	-$418K	–	45
2019 Q4	$418K	Buy	+4,750	New	+$413K	0.38%	17
2016 Q4	$734K	Hold	8,475	–	–	1.19%	9
2016 Q3	$740K	Hold	8,475	–	–	1.12%	9
2016 Q2	$718K	Sell	8,475 -650	-7%	-$54K	4.94%	6
2016 Q1	$745K	Sell	9,125 -156,960	-95%	-$12.5M	5.8%	7
2015 Q4	$13.4M	Sell	166,085 -100	-0.1%	-$8.31K	3.27%	8
2015 Q3	$13.8M	Hold	166,185	–	–	3.45%	8
2015 Q2	$14.8M	Hold	166,185	–	–	3.38%	8
2015 Q1	$15.1M	Hold	166,185	–	–	3.43%	8
2014 Q4	$14.9M	Hold	166,185	–	–	3.3%	8
2014 Q3	$15.3M	Hold	166,185	–	–	3.29%	10
2014 Q2	$15.8M	Buy	166,185 +32,825	+25%	+$3.1M	3.26%	10
2014 Q1	$12.6M	Buy	133,360 +19,425	+17%	+$1.82M	5.57%	8
2013 Q4	$10.6M	Sell	113,935 -6,400	-5%	-$594K	2.16%	10
2013 Q3	$11M	Sell	120,335 -7,575	-6%	-$695K	2.44%	9
2013 Q2	$11.6M	Buy	+127,910	New	+$12M	2.72%	10

Other funds holding HYG

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Aft Forsyth & Sober's HYG Position: Q1 2020 in Review

Aft Forsyth & Sober sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2020, closing a stake of 4,750 shares — an estimated $418K sold.

Aft Forsyth & Sober first reported a position in HYG in Q2 2013 and held it in 16 quarters. The position peaked at $15.8M in Q2 2014. 716 funds tracked by Wall St. Rank hold HYG as of Q1 2020.

Aft Forsyth & Sober reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Aft Forsyth & Sober sold 4,750 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2020, an estimated $418K.
Aft Forsyth & Sober first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and held it in 16 quarters.
Aft Forsyth & Sober's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $15.8M in Q2 2014.
716 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2020.

Based on Aft Forsyth & Sober's 13F filing for Q1 2020, filed 30 Apr 2020.