Crow Point Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Crow Point Partners’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
2019 Q1	–	Sell	-3,500	Closed	-$284K	–	125
2018 Q4	$284K	Buy	+3,500	New	+$293K	0.05%	86
2017 Q3	–	Sell	-10,148	Closed	-$895K	–	255
2017 Q2	$895K	Buy	10,148 +1,910	+23%	+$168K	0.15%	63
2017 Q1	$723K	Buy	8,238 +5,978	+265%	+$522K	0.11%	74
2016 Q4	$196K	Buy	2,260 +1,000	+79%	+$86.1K	0.03%	120
2016 Q3	$109K	Buy	+1,260	New	+$108K	0.02%	204

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

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

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Crow Point Partners's HYG Position: Q1 2019 in Review

Crow Point Partners sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2019, closing a stake of 3,500 shares — an estimated $284K sold.

Crow Point Partners first reported a position in HYG in Q3 2016 and held it in 5 quarters. The position peaked at $895K in Q2 2017. 694 funds tracked by Wall St. Rank hold HYG as of Q1 2019.

Crow Point Partners reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
Crow Point Partners sold 3,500 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2019, an estimated $284K.
Crow Point Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2016 and held it in 5 quarters.
Crow Point Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $895K in Q2 2017.
694 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2019.

Based on Crow Point Partners's 13F filing for Q1 2019, filed 15 May 2019.