Aris Wealth Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Aris Wealth Services’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 Q3	$122K	Sell	1,460 -474	-25%	-$41.1K	0.26%	51
2015 Q2	$172K	Buy	1,934 +27	+1%	+$2.44K	0.16%	109
2015 Q1	$173K	Buy	+1,907	New	+$173K	0.16%	105
2014 Q4	–	Sell	-2,449	Closed	-$225K	–	113
2014 Q3	$225K	Buy	2,449 +121	+5%	+$11.3K	0.28%	91
2014 Q2	$222K	Sell	2,328 -391	-14%	-$37K	0.29%	93
2014 Q1	$257K	Buy	+2,719	New	+$255K	0.38%	81
2013 Q4	–	Sell	-2,935	Closed	-$269K	–	99
2013 Q3	$269K	Buy	+2,935	New	+$269K	0.49%	70

Other funds holding HYG

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NSLI

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

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

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

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

ERSOT

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

Aris Wealth Services's HYG Position: Q3 2015 in Review

Aris Wealth Services reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 25% in Q3 2015, selling an estimated $41.1K and leaving 1,460 shares worth $122K. The position accounts for 0.26% of the portfolio, ranked #51.

Aris Wealth Services first reported a position in HYG in Q3 2013 and has held it in 7 quarters since. The position peaked at $269K in Q3 2013. 453 funds tracked by Wall St. Rank hold HYG as of Q3 2015.

Aris Wealth Services held 1,460 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $122K as of Q3 2015.
Aris Wealth Services sold 474 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2015, an estimated $41.1K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.26% of Aris Wealth Services's portfolio in Q3 2015, its #51 holding.
Aris Wealth Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2013 and has held it in 7 quarters since.
Aris Wealth Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $269K in Q3 2013.
453 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.