Bedel Financial Consulting’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Bedel Financial Consulting’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	-24	Closed	-$2K	–	697
2018 Q2	$2K	Sell	24 -344	-93%	-$29.5K	﹤0.01%	618
2018 Q1	$32K	Buy	+368	New	+$31.8K	0.02%	317

Other funds holding HYG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

NSLI

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

BAM

BTS Asset Management Lincoln, Massachusetts $25.9M AUM 2.16% 1-Year Est. Return

Bedel Financial Consulting's HYG Position: Q3 2018 in Review

Bedel Financial Consulting sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2018, closing a stake of 24 shares — an estimated $2K sold.

Bedel Financial Consulting first reported a position in HYG in Q1 2018 and held it in 2 quarters. The position peaked at $32K in Q1 2018. 647 funds tracked by Wall St. Rank hold HYG as of Q3 2018.

Bedel Financial Consulting reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Bedel Financial Consulting sold 24 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2018, an estimated $2K.
Bedel Financial Consulting first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2018 and held it in 2 quarters.
Bedel Financial Consulting's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $32K in Q1 2018.
647 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2018.

Based on Bedel Financial Consulting's 13F filing for Q3 2018, filed 1 Nov 2018.