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

Destination Wealth Management’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 Q3	–	Sell	-300	Closed	-$26K	–	287
2019 Q2	$26K	Sell	300 -101	-25%	-$8.72K	﹤0.01%	358
2019 Q1	$35K	Buy	401 +24	+6%	+$2.04K	﹤0.01%	320
2018 Q4	$31K	Buy	377 +157	+71%	+$13.1K	﹤0.01%	316
2018 Q3	$19K	Buy	+220	New	+$18.9K	﹤0.01%	406
2018 Q2	–	Sell	-62	Closed	-$5K	–	576
2018 Q1	$5K	Buy	+62	New	+$5.36K	﹤0.01%	447
2017 Q1	–	Sell	-2,509	Closed	-$217K	–	165
2016 Q4	$217K	Buy	+2,509	New	+$216K	0.02%	158
2014 Q3	–	Sell	-5,298	Closed	-$504K	–	136
2014 Q2	$504K	Sell	5,298 -407	-7%	-$38.5K	0.05%	82
2014 Q1	$538K	Buy	5,705 +450	+9%	+$42.2K	0.06%	79
2013 Q4	$488K	Sell	5,255 -9,701	-65%	-$901K	0.05%	81
2013 Q3	$1.37M	Sell	14,956 -396	-3%	-$36.3K	0.16%	59
2013 Q2	$1.4M	Buy	+15,352	New	+$1.44M	0.17%	60

Other funds holding HYG

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Destination Wealth Management's HYG Position: Q3 2019 in Review

Destination Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2019, closing a stake of 300 shares — an estimated $26K sold.

Destination Wealth Management first reported a position in HYG in Q2 2013 and held it in 11 quarters. The position peaked at $1.4M in Q2 2013. 665 funds tracked by Wall St. Rank hold HYG as of Q3 2019.

Destination Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 300 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2019, an estimated $26K.
Destination Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and held it in 11 quarters.
Destination Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.4M in Q2 2013.
665 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.