Elm Advisors’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
2018
Q4
Sell
-300
Closed -$26K 163
2018
Q3
$26K Buy
+300
New +$25.8K 0.02% 198

Other funds holding HYG

Elm Advisors's HYG Position: Q4 2018 in Review

Elm Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2018, closing a stake of 300 shares — an estimated $26K sold.

Elm Advisors first reported a position in HYG in Q3 2018 and held it in 1 quarter. The position peaked at $26K in Q3 2018. 673 funds tracked by Wall St. Rank hold HYG as of Q4 2018.

  • Elm Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Elm Advisors sold 300 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2018, an estimated $26K.
  • Elm Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2018 and held it in 1 quarter.
  • Elm Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $26K in Q3 2018.
  • 673 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2018.

Based on Elm Advisors's 13F filing for Q4 2018, filed 8 Jan 2019.