CFA
HYG icon

Cahill Financial Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Cahill Financial Advisors’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
2015
Q4 		– Sell
-17,852
Closed -$1.49M – 106
2015
Q3 		$1.49M Sell
17,852
-1,626
-8% -$141K 1.21% 25
2015
Q2 		$1.73M Sell
19,478
-84
-0.4% -$7.59K 1.29% 26
2015
Q1 		$1.77M Sell
19,562
-65
-0.3% -$5.88K 1.35% 26
2014
Q4 		$1.76M Sell
19,627
-1,406
-7% -$128K 1.36% 25
2014
Q3 		$1.93M Buy
21,033
+33
+0.2% +$3.09K 1.55% 20
2014
Q2 		$2M Buy
21,000
+257
+1% +$24.3K 1.57% 23
2014
Q1 		$1.96M Buy
20,743
+17
+0.1% +$1.59K 1.67% 20
2013
Q4 		$1.93M Buy
+20,726
New +$1.92M 1.67% 21

Other funds holding HYG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return