D.B. Root & Company’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

D.B. Root & Company’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
2018 Q4	–	Sell	-2,806	Closed	-$243K	–	197
2018 Q3	$243K	Sell	2,806 -11,252	-80%	-$967K	0.11%	187
2018 Q2	$1.2M	Buy	14,058 +372	+3%	+$31.9K	0.56%	52
2018 Q1	$1.17M	Buy	+13,686	New	+$1.18M	0.62%	46

Other funds holding HYG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

MAMNY

Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return

D.B. Root & Company's HYG Position: Q4 2018 in Review

D.B. Root & Company sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2018, closing a stake of 2,806 shares — an estimated $243K sold.

D.B. Root & Company first reported a position in HYG in Q1 2018 and held it in 3 quarters. The position peaked at $1.2M in Q2 2018. 673 funds tracked by Wall St. Rank hold HYG as of Q4 2018.

D.B. Root & Company reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
D.B. Root & Company sold 2,806 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2018, an estimated $243K.
D.B. Root & Company first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2018 and held it in 3 quarters.
D.B. Root & Company's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.2M in Q2 2018.
673 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2018.

Based on D.B. Root & Company's 13F filing for Q4 2018, filed 24 Jan 2019.