Calamos Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Calamos Wealth 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	-20,536	Closed	-$1.76M	–	217
2018 Q1	$1.76M	Buy	20,536 +168	+0.8%	+$14.5K	0.22%	77
2017 Q4	$1.78M	Buy	20,368 +177	+0.9%	+$15.5K	0.23%	85
2017 Q3	$1.79M	Buy	20,191 +101	+0.5%	+$8.91K	0.25%	102
2017 Q2	$1.78M	Buy	20,090 +251	+1%	+$22.1K	0.25%	100
2017 Q1	$1.74M	Buy	19,839 +330	+2%	+$28.8K	0.26%	100
2016 Q4	$1.69M	Buy	+19,509	New	+$1.68M	0.27%	111
2015 Q3	–	Sell	-2,969	Closed	-$264K	–	252
2015 Q2	$264K	Buy	+2,969	New	+$268K	0.06%	202
2015 Q1	–	Sell	-11,915	Closed	-$1.07M	–	241
2014 Q4	$1.07M	Buy	+11,915	New	+$1.08M	0.31%	121

Other funds holding HYG

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Calamos Wealth Management's HYG Position: Q2 2018 in Review

Calamos Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2018, closing a stake of 20,536 shares — an estimated $1.76M sold.

Calamos Wealth Management first reported a position in HYG in Q4 2014 and held it in 8 quarters. The position peaked at $1.79M in Q3 2017. 640 funds tracked by Wall St. Rank hold HYG as of Q2 2018.

Calamos Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
Calamos Wealth Management sold 20,536 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2018, an estimated $1.76M.
Calamos Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2014 and held it in 8 quarters.
Calamos Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.79M in Q3 2017.
640 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2018.

Based on Calamos Wealth Management's 13F filing for Q2 2018, filed 17 Jul 2018.