Bridgeworth’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Bridgeworth’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	-168	Closed	-$13K	–	307
2018 Q2	$13K	Buy	+168	New	+$14.4K	0.01%	410
2017 Q4	–	Sell	-2,481	Closed	-$220K	–	59
2017 Q3	$220K	Buy	+2,481	New	+$219K	0.31%	58

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

Bridgeworth's HYG Position: Q3 2018 in Review

Bridgeworth sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2018, closing a stake of 168 shares — an estimated $13K sold.

Bridgeworth first reported a position in HYG in Q3 2017 and held it in 2 quarters. The position peaked at $220K in Q3 2017. 647 funds tracked by Wall St. Rank hold HYG as of Q3 2018.

Bridgeworth reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 168 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2018, an estimated $13K.
Bridgeworth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2017 and held it in 2 quarters.
Bridgeworth's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $220K in Q3 2017.
647 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.