Burt Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
-85
Closed -$7K 486
2016
Q1
$7K Sell
85
-52
-38% -$4.13K 0.01% 355
2015
Q4
$11K Buy
+137
New +$11.4K 0.01% 264

Other funds holding HYG

Burt Wealth Advisors's HYG Position: Q2 2016 in Review

Burt Wealth Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2016, closing a stake of 85 shares — an estimated $7K sold.

Burt Wealth Advisors first reported a position in HYG in Q4 2015 and held it in 2 quarters. The position peaked at $11K in Q4 2015. 518 funds tracked by Wall St. Rank hold HYG as of Q2 2016.

  • Burt Wealth Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 85 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2016, an estimated $7K.
  • Burt Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2015 and held it in 2 quarters.
  • Burt Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $11K in Q4 2015.
  • 518 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.