Clifford Swan Investment Counsel’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Clifford Swan Investment Counsel’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
2020 Q3	–	Sell	-3,003	Closed	-$245K	–	318
2020 Q2	$245K	Hold	3,003	–	–	0.01%	273
2020 Q1	$231K	Buy	+3,003	New	+$254K	0.01%	266
2015 Q1	–	Sell	-2,399	Closed	-$215K	–	263
2014 Q4	$215K	Hold	2,399	–	–	0.01%	242
2014 Q3	$221K	Hold	2,399	–	–	0.02%	234
2014 Q2	$228K	Buy	2,399 +214	+10%	+$20.2K	0.02%	232
2014 Q1	$206K	Hold	2,185	–	–	0.01%	238
2013 Q4	$203K	Hold	2,185	–	–	0.01%	225
2013 Q3	$200K	Buy	+2,185	New	+$200K	0.02%	217

Other funds holding HYG

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clifford Swan Investment Counsel's HYG Position: Q3 2020 in Review

Clifford Swan Investment Counsel sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2020, closing a stake of 3,003 shares — an estimated $245K sold.

Clifford Swan Investment Counsel first reported a position in HYG in Q3 2013 and held it in 8 quarters. The position peaked at $245K in Q2 2020. 782 funds tracked by Wall St. Rank hold HYG as of Q3 2020.

Clifford Swan Investment Counsel reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Clifford Swan Investment Counsel sold 3,003 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2020, an estimated $245K.
Clifford Swan Investment Counsel first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2013 and held it in 8 quarters.
Clifford Swan Investment Counsel's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $245K in Q2 2020.
782 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2020.

Based on Clifford Swan Investment Counsel's 13F filing for Q3 2020, filed 30 Oct 2020.