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 New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cahill Financial Advisors's HYG Position: Q4 2015 in Review

Cahill Financial Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2015, closing a stake of 17,852 shares — an estimated $1.49M sold.

Cahill Financial Advisors first reported a position in HYG in Q4 2013 and held it in 8 quarters. The position peaked at $2M in Q2 2014. 490 funds tracked by Wall St. Rank hold HYG as of Q4 2015.

Cahill Financial Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
Cahill Financial Advisors sold 17,852 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2015, an estimated $1.49M.
Cahill Financial Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2013 and held it in 8 quarters.
Cahill Financial Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2M in Q2 2014.
490 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2015.

Based on Cahill Financial Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.