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EP Wealth Advisors’s iShares US & Intl High Yield Corp Bond ETF GHYG Stock Holding History

EP Wealth Advisors’s Portfolio GHYG Stock Details GHYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-12,464
Closed -$629K – 213
2017
Q4 		$629K Sell
12,464
-8,072
-39% -$411K 0.07% 97
2017
Q3 		$1.06M Sell
20,536
-21,794
-51% -$1.11M 0.12% 78
2017
Q2 		$2.14M Buy
+42,330
New +$2.11M 0.26% 60

Other funds holding GHYG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EP Wealth Advisors's GHYG Position: Q1 2018 in Review

EP Wealth Advisors sold out of iShares US & Intl High Yield Corp Bond ETF (GHYG) in Q1 2018, closing a stake of 12,464 shares — an estimated $629K sold.

EP Wealth Advisors first reported a position in GHYG in Q2 2017 and held it in 3 quarters. The position peaked at $2.14M in Q2 2017. 52 funds tracked by Wall St. Rank hold GHYG as of Q1 2018.

  • EP Wealth Advisors reported no remaining iShares US & Intl High Yield Corp Bond ETF position as of Q1 2018 after selling out during the quarter.
  • EP Wealth Advisors sold 12,464 iShares US & Intl High Yield Corp Bond ETF shares in Q1 2018, an estimated $629K.
  • EP Wealth Advisors first reported a position in iShares US & Intl High Yield Corp Bond ETF in Q2 2017 and held it in 3 quarters.
  • EP Wealth Advisors's iShares US & Intl High Yield Corp Bond ETF position peaked at $2.14M in Q2 2017.
  • 52 funds tracked by Wall St. Rank held iShares US & Intl High Yield Corp Bond ETF as of Q1 2018.

Based on EP Wealth Advisors's 13F filing for Q1 2018, filed 15 May 2018.