Asset Planning Services (Pennsylvania)’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Asset Planning Services (Pennsylvania)’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
2017 Q1	–	Sell	-38	Closed	-$3K	–	292
2016 Q4	$3K	Hold	38	–	–	﹤0.01%	251
2016 Q3	$3K	Buy	38 +1	+3%	+$86	﹤0.01%	244
2016 Q2	$3K	Hold	37	–	–	﹤0.01%	255
2016 Q1	$3K	Buy	37 +1	+3%	+$79	﹤0.01%	240
2015 Q4	$3K	Hold	36	–	–	﹤0.01%	216
2015 Q3	$3K	Buy	36 +1	+3%	+$87	﹤0.01%	209
2015 Q2	$3K	Buy	+35	New	+$3.16K	﹤0.01%	224

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

HMC

Harvard Management Company Boston, Massachusetts $4.26B AUM 5.81% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s HYG Position: Q1 2017 in Review

Asset Planning Services (Pennsylvania) sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2017, closing a stake of 38 shares — an estimated $3K sold.

Asset Planning Services (Pennsylvania) first reported a position in HYG in Q2 2015 and held it in 7 quarters. The position peaked at $3K in Q4 2016. 594 funds tracked by Wall St. Rank hold HYG as of Q1 2017.

Asset Planning Services (Pennsylvania) reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 38 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2017, an estimated $3K.
Asset Planning Services (Pennsylvania) first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2015 and held it in 7 quarters.
Asset Planning Services (Pennsylvania)'s iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3K in Q4 2016.
594 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2017.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q1 2017, filed 18 Apr 2017.