Apriem Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Apriem Advisors’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
2018 Q3	–	Sell	-200	Closed	-$17K	–	241
2018 Q2	$17K	Buy	+200	New	+$17.1K	﹤0.01%	369
2017 Q2	–	Sell	-200	Closed	-$18K	–	313
2017 Q1	$18K	Buy	+200	New	+$17.5K	﹤0.01%	359
2016 Q4	–	Sell	-45	Closed	-$4K	–	721
2016 Q3	$4K	Buy	+45	New	+$3.87K	﹤0.01%	484
2015 Q4	–	Sell	-550	Closed	-$46K	–	549
2015 Q3	$46K	Sell	550 -450	-45%	-$39K	0.02%	212
2015 Q2	$89K	Sell	1,000 -175	-15%	-$15.8K	0.03%	150
2015 Q1	$106K	Hold	1,175	–	–	0.04%	143
2014 Q4	$105K	Sell	1,175 -373	-24%	-$34K	0.04%	131
2014 Q3	$142K	Sell	1,548 -427	-22%	-$39.9K	0.05%	120
2014 Q2	$188K	Hold	1,975	–	–	0.07%	122
2014 Q1	$186K	Hold	1,975	–	–	0.07%	121
2013 Q4	$183K	Hold	1,975	–	–	0.07%	111
2013 Q3	$181K	Buy	1,975 +50	+3%	+$4.58K	0.08%	112
2013 Q2	$175K	Buy	+1,925	New	+$181K	0.09%	107

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

BAM

BTS Asset Management Lincoln, Massachusetts $47.4M AUM 1.28% 1-Year Est. Return

Apriem Advisors's HYG Position: Q3 2018 in Review

Apriem Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2018, closing a stake of 200 shares — an estimated $17K sold.

Apriem Advisors first reported a position in HYG in Q2 2013 and held it in 13 quarters. The position peaked at $188K in Q2 2014. 646 funds tracked by Wall St. Rank hold HYG as of Q3 2018.

Apriem Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 200 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2018, an estimated $17K.
Apriem Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and held it in 13 quarters.
Apriem Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $188K in Q2 2014.
646 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.