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Foresight Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Foresight Wealth 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
2019
Q1 		– Sell
-2,750
Closed -$223K – 108
2018
Q4 		$223K Buy
+2,750
New +$230K 0.24% 81

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Barclays
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USAA
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PP
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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
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Foresight Wealth Management's HYG Position: Q1 2019 in Review

Foresight Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2019, closing a stake of 2,750 shares — an estimated $223K sold.

Foresight Wealth Management first reported a position in HYG in Q4 2018 and held it in 1 quarter. The position peaked at $223K in Q4 2018. 694 funds tracked by Wall St. Rank hold HYG as of Q1 2019.

  • Foresight Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Foresight Wealth Management sold 2,750 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2019, an estimated $223K.
  • Foresight Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Foresight Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $223K in Q4 2018.
  • 694 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2019.

Based on Foresight Wealth Management's 13F filing for Q1 2019, filed 7 May 2019.