Cavalier Investments’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Cavalier Investments’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
2017 Q3	–	Sell	-14,593	Closed	-$1.28M	–	158
2017 Q2	$1.28M	Hold	14,593	–	–	0.71%	29
2017 Q1	$1.28M	Buy	+14,593	New	+$1.27M	0.72%	28
2016 Q3	–	Sell	-8,780	Closed	-$744K	–	143
2016 Q2	$744K	Hold	8,780	–	–	0.44%	48
2016 Q1	$717K	Sell	8,780 -410	-4%	-$32.5K	0.41%	49
2015 Q4	$741K	Buy	+9,190	New	+$764K	0.44%	39

Other funds holding HYG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

HMC

Harvard Management Company Boston, Massachusetts $4.26B AUM 5.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

BAM

BTS Asset Management Lincoln, Massachusetts $47.4M AUM 1.28% 1-Year Est. Return

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

TIAAOA

Teachers Insurance & Annuity Association of America New York $90.6M AUM 18.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cavalier Investments's HYG Position: Q3 2017 in Review

Cavalier Investments sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2017, closing a stake of 14,593 shares — an estimated $1.28M sold.

Cavalier Investments first reported a position in HYG in Q4 2015 and held it in 5 quarters. The position peaked at $1.28M in Q2 2017. 595 funds tracked by Wall St. Rank hold HYG as of Q3 2017.

Cavalier Investments reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
Cavalier Investments sold 14,593 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2017, an estimated $1.28M.
Cavalier Investments first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2015 and held it in 5 quarters.
Cavalier Investments's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.28M in Q2 2017.
595 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2017.

Based on Cavalier Investments's 13F filing for Q3 2017, filed 2 Nov 2017.