American Research & Management Company’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

American Research & Management Company’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
2015 Q4	–	Sell	-300	Closed	-$25K	–	372
2015 Q3	$25K	Hold	300	–	–	0.01%	218
2015 Q2	$27K	Hold	300	–	–	0.01%	219
2015 Q1	$27K	Hold	300	–	–	0.01%	218
2014 Q4	$27K	Sell	300 -100	-25%	-$9.11K	0.01%	210
2014 Q3	$37K	Sell	400 -6,965	-95%	-$651K	0.01%	196
2014 Q2	$701K	Sell	7,365 -300	-4%	-$28.4K	0.24%	74
2014 Q1	$723K	Sell	7,665 -200	-3%	-$18.8K	0.26%	71
2013 Q4	$731K	Sell	7,865 -495	-6%	-$46K	0.26%	71
2013 Q3	$766K	Sell	8,360 -590	-7%	-$54.1K	0.3%	70
2013 Q2	$813K	Buy	+8,950	New	+$840K	0.33%	69

Other funds holding HYG

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

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

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

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

NSLI

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

American Research & Management Company's HYG Position: Q4 2015 in Review

American Research & Management Company sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2015, closing a stake of 300 shares — an estimated $25K sold.

American Research & Management Company first reported a position in HYG in Q2 2013 and held it in 10 quarters. The position peaked at $813K in Q2 2013. 488 funds tracked by Wall St. Rank hold HYG as of Q4 2015.

American Research & Management Company reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
American Research & Management Company sold 300 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2015, an estimated $25K.
American Research & Management Company first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and held it in 10 quarters.
American Research & Management Company's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $813K in Q2 2013.
488 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2015.

Based on American Research & Management Company's 13F filing for Q4 2015, filed 22 Jan 2016.