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

Braver 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
2016 Q4	$11.5M	Buy	133,427 +82,902	+164%	+$7.14M	1.88%	10
2016 Q3	$4.41M	Buy	50,525 +1,132	+2%	+$97.4K	0.74%	39
2016 Q2	$4.18M	Sell	49,393 -4,105	-8%	-$341K	0.71%	39
2016 Q1	$4.37M	Buy	+53,498	New	+$4.25M	0.72%	40
2015 Q4	–	Sell	-94,258	Closed	-$7.85M	–	82
2015 Q3	$7.85M	Buy	94,258 +14,103	+18%	+$1.22M	1.95%	12
2015 Q2	$7.12M	Sell	80,155 -5,773	-7%	-$522K	1.73%	13
2015 Q1	$7.79M	Sell	85,928 -7,139	-8%	-$646K	1.6%	16
2014 Q4	$8.34M	Buy	93,067 +79,247	+573%	+$7.22M	1.71%	16
2014 Q3	$1.27M	Buy	13,820 +1,495	+12%	+$140K	0.38%	48
2014 Q2	$1.17M	Buy	12,325 +472	+4%	+$44.6K	0.3%	54
2014 Q1	$1.12M	Sell	11,853 -18,836	-61%	-$1.77M	0.32%	48
2013 Q4	$2.85M	Sell	30,689 -12,766	-29%	-$1.19M	0.99%	20
2013 Q3	$3.98M	Buy	43,455 +22,508	+107%	+$2.06M	1.37%	17
2013 Q2	$1.9M	Buy	+20,947	New	+$1.97M	0.88%	19

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

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Braver Wealth Management's HYG Position: Q4 2016 in Review

Braver Wealth Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 164% in Q4 2016, buying an estimated $7.14M and bringing the position to 133,427 shares worth $11.5M. The position accounts for 1.88% of the portfolio, ranked #10.

Braver Wealth Management first reported a position in HYG in Q2 2013 and has held it in 14 quarters since. 570 funds tracked by Wall St. Rank hold HYG as of Q4 2016.

Braver Wealth Management held 133,427 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $11.5M as of Q4 2016.
Braver Wealth Management bought 82,902 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2016, an estimated $7.14M.
iShares iBoxx $ High Yield Corporate Bond ETF made up 1.88% of Braver Wealth Management's portfolio in Q4 2016, its #10 holding.
Braver Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 14 quarters since.
570 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.