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Capital Directions Investment Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Capital Directions Investment 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
2018
Q3 		– Sell
-96
Closed -$8K – 177
2018
Q2 		$8K Buy
+96
New +$8.22K ﹤0.01% 127
2017
Q3 		– Sell
-40
Closed -$4K – 106
2017
Q2 		$4K Buy
+40
New +$3.52K ﹤0.01% 98

Other funds holding HYG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
BAM
BTS Asset Management Lincoln, Massachusetts $25.9M AUM 2.16% 1-Year Est. Return

Capital Directions Investment Advisors's HYG Position: Q3 2018 in Review

Capital Directions Investment Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2018, closing a stake of 96 shares — an estimated $8K sold.

Capital Directions Investment Advisors first reported a position in HYG in Q2 2017 and held it in 2 quarters. The position peaked at $8K in Q2 2018. 647 funds tracked by Wall St. Rank hold HYG as of Q3 2018.

  • Capital Directions Investment Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 96 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2018, an estimated $8K.
  • Capital Directions Investment Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2017 and held it in 2 quarters.
  • Capital Directions Investment Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $8K in Q2 2018.
  • 647 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2018.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.