Avondale Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Avondale Wealth Management’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 Q1	–	Sell	-200	Closed	-$16K	–	118
2018 Q4	$16K	Hold	200	–	–	0.01%	78
2018 Q3	$17K	Hold	200	–	–	0.02%	73
2018 Q2	$17K	Sell	200 -600	-75%	-$51.4K	0.01%	69
2018 Q1	$68K	Sell	800 -89,318	-99%	-$7.72M	0.06%	28
2017 Q4	$7.86M	Buy	+90,118	New	+$7.91M	6.88%	6

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

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

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Avondale Wealth Management's HYG Position: Q1 2019 in Review

Avondale Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2019, closing a stake of 200 shares — an estimated $16K sold.

Avondale Wealth Management first reported a position in HYG in Q4 2017 and held it in 5 quarters. The position peaked at $7.86M in Q4 2017. 694 funds tracked by Wall St. Rank hold HYG as of Q1 2019.

Avondale Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
Avondale Wealth Management sold 200 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2019, an estimated $16K.
Avondale Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and held it in 5 quarters.
Avondale Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $7.86M in Q4 2017.
694 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2019.

Based on Avondale Wealth Management's 13F filing for Q1 2019, filed 22 Apr 2019.