Clarfeld Financial Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Clarfeld 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
2018 Q4	$364K	Buy	+4,484	New	+$375K	0.3%	30

Other funds holding HYG

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

NSLI

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

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

MAMNY

Marathon Asset Management (New York) New York $41.5M AUM 245.82% 1-Year Est. Return

Clarfeld Financial Advisors's HYG Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2018: 4,484 shares worth $364K. The stake represents 0.3% of the portfolio and ranks #30 among its holdings.

673 funds tracked by Wall St. Rank hold HYG as of Q4 2018.

Clarfeld Financial Advisors held 4,484 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $364K as of Q4 2018.
iShares iBoxx $ High Yield Corporate Bond ETF was a new Clarfeld Financial Advisors position in Q4 2018.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.3% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #30 holding.
673 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.