Boston Private Bank & Trust’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Boston Private Bank & Trust’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
2015 Q1	$75K	Hold	826	–	–	﹤0.01%	505
2014 Q4	$74K	Hold	826	–	–	﹤0.01%	510
2014 Q3	$76K	Buy	826 +184	+29%	+$17.2K	﹤0.01%	511
2014 Q2	$61K	Sell	642 -9	-1%	-$851	﹤0.01%	538
2014 Q1	$61K	Buy	651 +91	+16%	+$8.53K	﹤0.01%	555
2013 Q4	$52K	Hold	560	–	–	﹤0.01%	579
2013 Q3	$51K	Sell	560 -18	-3%	-$1.65K	﹤0.01%	558
2013 Q2	$53K	Buy	+578	New	+$54.3K	﹤0.01%	538

Other funds holding HYG

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

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

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Boston Private Bank & Trust's HYG Position: Q1 2015 in Review

Boston Private Bank & Trust held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q1 2015 at 826 shares worth $75K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Boston Private Bank & Trust first reported a position in HYG in Q2 2013 and has held it in 8 quarters since. The position peaked at $76K in Q3 2014. 483 funds tracked by Wall St. Rank hold HYG as of Q1 2015.

Boston Private Bank & Trust held 826 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $75K as of Q1 2015.
Boston Private Bank & Trust left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q1 2015.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #505 holding.
Boston Private Bank & Trust first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $76K in Q3 2014.
483 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.