Appleton Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Appleton Partners’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	-2,830	Closed	-$245K	–	282
2019 Q1	$245K	Sell	2,830 -135	-5%	-$11.5K	0.03%	242
2018 Q4	$240K	Sell	2,965 -730	-20%	-$61.1K	0.04%	233
2018 Q3	$319K	Sell	3,695 -1,614	-30%	-$139K	0.04%	216
2018 Q2	$452K	Sell	5,309 -3,015	-36%	-$258K	0.06%	193
2018 Q1	$713K	Sell	8,324 -4,393	-35%	-$380K	0.11%	160
2017 Q4	$1.11M	Sell	12,717 -2,610	-17%	-$229K	0.17%	131
2017 Q3	$1.36M	Buy	15,327 +565	+4%	+$49.9K	0.23%	101
2017 Q2	$1.3M	Buy	14,762 +2,283	+18%	+$201K	0.22%	106
2017 Q1	$1.09M	Buy	+12,479	New	+$1.09M	0.2%	111

Other funds holding HYG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Appleton Partners's HYG Position: Q2 2019 in Review

Appleton Partners sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2019, closing a stake of 2,830 shares — an estimated $245K sold.

Appleton Partners first reported a position in HYG in Q1 2017 and held it in 9 quarters. The position peaked at $1.36M in Q3 2017. 679 funds tracked by Wall St. Rank hold HYG as of Q2 2019.

Appleton Partners reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
Appleton Partners sold 2,830 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2019, an estimated $245K.
Appleton Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2017 and held it in 9 quarters.
Appleton Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.36M in Q3 2017.
679 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2019.

Based on Appleton Partners's 13F filing for Q2 2019, filed 25 Jul 2019.