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

Altium 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
2019 Q2	–	Sell	-5,409	Closed	-$468K	–	287
2019 Q1	$468K	Hold	5,409	–	–	0.07%	166
2018 Q4	$439K	Sell	5,409 -195	-3%	-$16.3K	0.08%	157
2018 Q3	$484K	Sell	5,604 -1,152	-17%	-$99K	0.09%	156
2018 Q2	$575K	Sell	6,756 -374	-5%	-$32K	0.15%	103
2018 Q1	$611K	Buy	7,130 +60	+0.8%	+$5.18K	0.24%	71
2017 Q4	$617K	Buy	+7,070	New	+$620K	0.28%	63

Other funds holding HYG

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

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

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

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

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

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

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Altium Wealth Management's HYG Position: Q2 2019 in Review

Altium Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2019, closing a stake of 5,409 shares — an estimated $468K sold.

Altium Wealth Management first reported a position in HYG in Q4 2017 and held it in 6 quarters. The position peaked at $617K in Q4 2017. 679 funds tracked by Wall St. Rank hold HYG as of Q2 2019.

Altium Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
Altium Wealth Management sold 5,409 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2019, an estimated $468K.
Altium Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and held it in 6 quarters.
Altium Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $617K in Q4 2017.
679 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2019.

Based on Altium Wealth Management's 13F filing for Q2 2019, filed 18 Jul 2019.