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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-1,770
Closed -$154K 430
2019
Q2
$154K Buy
+1,770
New +$153K 0.02% 221
2019
Q1
Sell
-1,257
Closed -$102K 414
2018
Q4
$102K Buy
+1,257
New +$105K 0.02% 249

Other funds holding HYG

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

Doyle Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2019, closing a stake of 1,770 shares — an estimated $154K sold.

Doyle Wealth Management first reported a position in HYG in Q4 2018 and held it in 2 quarters. The position peaked at $154K in Q2 2019. 665 funds tracked by Wall St. Rank hold HYG as of Q3 2019.

  • Doyle Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 1,770 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2019, an estimated $154K.
  • Doyle Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $154K in Q2 2019.
  • 665 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.