Evercore 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
2018 Q1	–	Sell	-335	Closed	-$29K	–	546
2017 Q4	$29K	Hold	335	–	–	﹤0.01%	656
2017 Q3	$30K	Hold	335	–	–	﹤0.01%	635
2017 Q2	$30K	Hold	335	–	–	﹤0.01%	647
2017 Q1	$29K	Sell	335 -50	-13%	-$4.37K	﹤0.01%	694
2016 Q4	$33K	Buy	+385	New	+$33.2K	﹤0.01%	678
2016 Q2	–	Sell	-585	Closed	-$48K	–	1027
2016 Q1	$48K	Sell	585 -355	-38%	-$28.2K	﹤0.01%	570
2015 Q4	$76K	Hold	940	–	–	﹤0.01%	523
2015 Q3	$78K	Buy	940 +252	+37%	+$21.8K	﹤0.01%	521
2015 Q2	$61K	Sell	688 -8,732	-93%	-$789K	﹤0.01%	598
2015 Q1	$854K	Buy	9,420 +6,850	+267%	+$620K	0.04%	205
2014 Q4	$230K	Hold	2,570	–	–	0.01%	340
2014 Q3	$236K	Sell	2,570 -825	-24%	-$77.1K	0.01%	365
2014 Q2	$323K	Hold	3,395	–	–	0.02%	328
2014 Q1	$320K	Buy	3,395 +50	+1%	+$4.69K	0.02%	317
2013 Q4	$311K	Sell	3,345 -250	-7%	-$23.2K	0.02%	324
2013 Q3	$329K	Sell	3,595 -165	-4%	-$15.1K	0.02%	335
2013 Q2	$342K	Buy	+3,760	New	+$353K	0.02%	334