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Broadview Financial Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Broadview Financial 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
-2,473
Closed -$212K – 38
2018
Q1 		$212K Sell
2,473
-572
-19% -$49.4K 0.21% 37
2017
Q4 		$266K Buy
+3,045
New +$267K 0.26% 35

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Bank of America
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Morgan Stanley
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BAM
BTS Asset Management Lincoln, Massachusetts $25.9M AUM 2.16% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Broadview Financial Management's HYG Position: Q2 2018 in Review

Broadview Financial Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2018, closing a stake of 2,473 shares — an estimated $212K sold.

Broadview Financial Management first reported a position in HYG in Q4 2017 and held it in 2 quarters. The position peaked at $266K in Q4 2017. 640 funds tracked by Wall St. Rank hold HYG as of Q2 2018.

  • Broadview Financial Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Broadview Financial Management sold 2,473 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2018, an estimated $212K.
  • Broadview Financial Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and held it in 2 quarters.
  • Broadview Financial Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $266K in Q4 2017.
  • 640 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2018.

Based on Broadview Financial Management's 13F filing for Q2 2018, filed 8 Aug 2018.