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Chessman Wealth Strategies RIA’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Chessman Wealth Strategies RIA’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
Q4 		– Sell
-548
Closed -$47K – 89
2018
Q3 		$47K Buy
+548
New +$47.1K 0.04% 61

Other funds holding HYG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
MAMNY
Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return

Chessman Wealth Strategies RIA's HYG Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2018, closing a stake of 548 shares — an estimated $47K sold.

Chessman Wealth Strategies RIA first reported a position in HYG in Q3 2018 and held it in 1 quarter. The position peaked at $47K in Q3 2018. 673 funds tracked by Wall St. Rank hold HYG as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 548 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2018, an estimated $47K.
  • Chessman Wealth Strategies RIA first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $47K in Q3 2018.
  • 673 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.