CP
HYG icon

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

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TD Asset Management
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Wells Fargo
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Bank of America
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Envestnet Asset Management
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Citigroup
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CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return