FMA Advisory’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

FMA Advisory’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
2015 Q2	$88K	Buy	+993	New	+$89.8K	0.06%	156
2013 Q4	–	Sell	-2,751	Closed	-$252K	–	144
2013 Q3	$252K	Sell	2,751 -38	-1%	-$3.48K	0.1%	158
2013 Q2	$253K	Buy	+2,789	New	+$262K	0.11%	151

Other funds holding HYG

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

FMA Advisory's HYG Position: Q2 2015 in Review

FMA Advisory opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2015: 993 shares worth $88K. The stake represents 0.06% of the portfolio and ranks #156 among its holdings. This is a return to the name: FMA Advisory previously reported a position in HYG as recently as Q3 2013.

FMA Advisory first reported a position in HYG in Q2 2013 and has held it in 3 quarters since. The position peaked at $253K in Q2 2013. 457 funds tracked by Wall St. Rank hold HYG as of Q2 2015.

FMA Advisory held 993 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $88K as of Q2 2015.
iShares iBoxx $ High Yield Corporate Bond ETF was a new FMA Advisory position in Q2 2015.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.06% of FMA Advisory's portfolio in Q2 2015, its #156 holding.
FMA Advisory first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 3 quarters since.
FMA Advisory's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $253K in Q2 2013.
457 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2015.

Based on FMA Advisory's 13F filing for Q2 2015, filed 17 Dec 2019.