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

Cumberland 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
2021 Q1	–	Sell	-5,000	Closed	-$437K	–	185
2020 Q4	$437K	Sell	5,000 -6,000	-55%	-$514K	0.04%	143
2020 Q3	$923K	Sell	11,000 -1,000	-8%	-$84.2K	0.1%	100
2020 Q2	$979K	Buy	+12,000	New	+$967K	0.1%	112
2019 Q3	–	Sell	-10,960	Closed	-$955K	–	169
2019 Q2	$955K	Sell	10,960 -1,540	-12%	-$133K	0.09%	106
2019 Q1	$1.08M	Sell	12,500 -700	-5%	-$59.4K	0.11%	102
2018 Q4	$1.07M	Sell	13,200 -6,600	-33%	-$552K	0.12%	95
2018 Q3	$1.71M	Sell	19,800 -447	-2%	-$38.4K	0.16%	90
2018 Q2	$1.72M	Buy	+20,247	New	+$1.73M	0.17%	84

Other funds holding HYG

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

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

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

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

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

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

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

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

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cumberland Partners's HYG Position: Q1 2021 in Review

Cumberland Partners sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2021, closing a stake of 5,000 shares — an estimated $437K sold.

Cumberland Partners first reported a position in HYG in Q2 2018 and held it in 8 quarters. The position peaked at $1.72M in Q2 2018. 888 funds tracked by Wall St. Rank hold HYG as of Q1 2021.

Cumberland Partners reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Cumberland Partners sold 5,000 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2021, an estimated $437K.
Cumberland Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2018 and held it in 8 quarters.
Cumberland Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.72M in Q2 2018.
888 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2021.

Based on Cumberland Partners's 13F filing for Q1 2021, filed 11 May 2021.