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

BigSur 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
2018 Q2	–	Sell	-6,600	Closed	-$565K	–	105
2018 Q1	$565K	Hold	6,600	–	–	0.4%	49
2017 Q4	$576K	Hold	6,600	–	–	0.57%	43
2017 Q3	$586K	Buy	+6,600	New	+$582K	0.59%	41

Other funds holding HYG

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

BAM

BTS Asset Management Lincoln, Massachusetts $47.4M AUM 1.28% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

BigSur Wealth Management's HYG Position: Q2 2018 in Review

BigSur Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2018, closing a stake of 6,600 shares — an estimated $565K sold.

BigSur Wealth Management first reported a position in HYG in Q3 2017 and held it in 3 quarters. The position peaked at $586K in Q3 2017. 639 funds tracked by Wall St. Rank hold HYG as of Q2 2018.

BigSur Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
BigSur Wealth Management sold 6,600 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2018, an estimated $565K.
BigSur Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2017 and held it in 3 quarters.
BigSur Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $586K in Q3 2017.
639 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2018.

Based on BigSur Wealth Management's 13F filing for Q2 2018, filed 1 Aug 2018.