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

Burney Company’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
2020
Q3 		– Sell
-21,500
Closed -$35K – 508
2020
Q2 		$35K Buy
+21,500
New +$1.73M ﹤0.01% 478

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Citigroup
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Royal Bank of Canada
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Burney Company's HYG Position: Q3 2020 in Review

Burney Company sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2020, closing a stake of 56 shares — an estimated $5K sold.

Burney Company first reported a position in HYG in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 782 funds tracked by Wall St. Rank hold HYG as of Q3 2020.

  • Burney Company reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Burney Company sold 56 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2020, an estimated $5K.
  • Burney Company first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2020 and held it in 1 quarter.
  • Burney Company's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $5K in Q2 2020.
  • 782 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2020.

Based on Burney Company's 13F filing for Q3 2020, filed 14 Dec 2020.