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

Berman Capital 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
2021 Q3	$0	Hold	2	–	–	﹤0.01%	2135
2021 Q2	$0	Buy	+2	New	+$175	﹤0.01%	1962
2019 Q3	–	Sell	-63	Closed	-$5K	–	1499
2019 Q2	$5K	Buy	+63	New	+$5.44K	﹤0.01%	952
2019 Q1	–	Sell	-26	Closed	-$2K	–	1391
2018 Q4	$2K	Buy	+26	New	+$2.18K	﹤0.01%	867

Other funds holding HYG

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

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

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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Berman Capital Advisors's HYG Position: Q3 2021 in Review

Berman Capital Advisors held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q3 2021 at 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2135.

Berman Capital Advisors first reported a position in HYG in Q4 2018 and has held it in 4 quarters since. The position peaked at $5K in Q2 2019. 882 funds tracked by Wall St. Rank hold HYG as of Q3 2021.

Berman Capital Advisors held 2 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $0 as of Q3 2021.
Berman Capital Advisors left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q3 2021.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2135 holding.
Berman Capital Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and has held it in 4 quarters since.
Berman Capital Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $5K in Q2 2019.
882 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.