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

Brightworth’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
2019 Q4	–	Sell	-3,360	Closed	-$293K	–	96
2019 Q3	$293K	Sell	3,360 -2,140	-39%	-$186K	0.06%	76
2019 Q2	$479K	Sell	5,500 -1,335	-20%	-$115K	0.1%	59
2019 Q1	$591K	Hold	6,835	–	–	0.12%	59
2018 Q4	$554K	Sell	6,835 -406	-6%	-$34K	0.13%	57
2018 Q3	$626K	Sell	7,241 -649	-8%	-$55.8K	0.14%	52
2018 Q2	$671K	Buy	+7,890	New	+$676K	0.16%	51
2017 Q4	–	Sell	-8,775	Closed	-$779K	–	124
2017 Q3	$779K	Buy	+8,775	New	+$774K	0.19%	52

Other funds holding HYG

Goldman Sachs New York $1.15T AUM 47.82% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KSCM

King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Brightworth's HYG Position: Q4 2019 in Review

Brightworth sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2019, closing a stake of 3,360 shares — an estimated $293K sold.

Brightworth first reported a position in HYG in Q3 2017 and held it in 7 quarters. The position peaked at $779K in Q3 2017. 796 funds tracked by Wall St. Rank hold HYG as of Q4 2019.

Brightworth reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
Brightworth sold 3,360 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2019, an estimated $293K.
Brightworth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2017 and held it in 7 quarters.
Brightworth's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $779K in Q3 2017.
796 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2019.

Based on Brightworth's 13F filing for Q4 2019, filed 23 Jan 2020.