Connecticut Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-2,647
Closed -$204K 140
2020
Q1
$204K Sell
2,647
-9,780
-79% -$826K 0.03% 138
2019
Q4
$1.09M Sell
12,427
-2,988
-19% -$260K 0.12% 79
2019
Q3
$1.34M Sell
15,415
-135
-0.9% -$11.7K 0.17% 70
2019
Q2
$1.36M Buy
+15,550
New +$1.34M 0.17% 68

Other funds holding HYG

Connecticut Wealth Management's HYG Position: Q2 2020 in Review

Connecticut Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2020, closing a stake of 2,647 shares — an estimated $204K sold.

Connecticut Wealth Management first reported a position in HYG in Q2 2019 and held it in 4 quarters. The position peaked at $1.36M in Q2 2019. 762 funds tracked by Wall St. Rank hold HYG as of Q2 2020.

  • Connecticut Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Connecticut Wealth Management sold 2,647 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2020, an estimated $204K.
  • Connecticut Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2019 and held it in 4 quarters.
  • Connecticut Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.36M in Q2 2019.
  • 762 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2020.

Based on Connecticut Wealth Management's 13F filing for Q2 2020, filed 14 Jul 2020.