Clear Perspective Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Clear Perspective 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	-107	Closed	-$9K	–	265
2018 Q2	$9K	Hold	107	–	–	0.01%	375
2018 Q1	$9K	Buy	+107	New	+$9.24K	0.01%	361
2017 Q4	–	Sell	-205	Closed	-$18K	–	475
2017 Q3	$18K	Buy	205 +29	+16%	+$2.56K	0.01%	295
2017 Q2	$16K	Hold	176	–	–	0.01%	304
2017 Q1	$15K	Buy	+176	New	+$15.4K	0.01%	289

Other funds holding HYG

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

NSLI

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

BAM

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

Clear Perspective Advisors's HYG Position: Q3 2018 in Review

Clear Perspective Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2018, closing a stake of 107 shares — an estimated $9K sold.

Clear Perspective Advisors first reported a position in HYG in Q1 2017 and held it in 5 quarters. The position peaked at $18K in Q3 2017. 646 funds tracked by Wall St. Rank hold HYG as of Q3 2018.

Clear Perspective Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 107 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2018, an estimated $9K.
Clear Perspective Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2017 and held it in 5 quarters.
Clear Perspective Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $18K in Q3 2017.
646 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.