First Ascent Asset Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

First Ascent Asset 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
2020 Q2	–	Sell	-11,934	Closed	-$920K	–	34
2020 Q1	$920K	Buy	11,934 +105	+0.9%	+$8.87K	0.63%	19
2019 Q4	$1.04M	Buy	+11,829	New	+$1.03M	0.64%	17

Other funds holding HYG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

First Ascent Asset Management's HYG Position: Q2 2020 in Review

First Ascent Asset Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2020, closing a stake of 11,934 shares — an estimated $920K sold.

First Ascent Asset Management first reported a position in HYG in Q4 2019 and held it in 2 quarters. The position peaked at $1.04M in Q4 2019. 762 funds tracked by Wall St. Rank hold HYG as of Q2 2020.

First Ascent Asset Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
First Ascent Asset Management sold 11,934 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2020, an estimated $920K.
First Ascent Asset Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and held it in 2 quarters.
First Ascent Asset Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.04M in Q4 2019.
762 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2020.

Based on First Ascent Asset Management's 13F filing for Q2 2020, filed 3 Aug 2020.