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

Formidable 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
2014 Q2	–	Sell	-585	Closed	-$55K	–	510
2014 Q1	$55K	Hold	585	–	–	0.04%	183
2013 Q4	$55K	Hold	585	–	–	0.04%	188
2013 Q3	$54K	Buy	+585	New	+$53.6K	0.05%	162

Other funds holding HYG

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

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

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

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

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

Formidable Asset Management's HYG Position: Q2 2014 in Review

Formidable Asset Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2014, closing a stake of 585 shares — an estimated $55K sold.

Formidable Asset Management first reported a position in HYG in Q3 2013 and held it in 3 quarters. The position peaked at $55K in Q1 2014. 431 funds tracked by Wall St. Rank hold HYG as of Q2 2014.

Formidable Asset Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2014 after selling out during the quarter.
Formidable Asset Management sold 585 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2014, an estimated $55K.
Formidable Asset Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2013 and held it in 3 quarters.
Formidable Asset Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $55K in Q1 2014.
431 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2014.

Based on Formidable Asset Management's 13F filing for Q2 2014, filed 21 Aug 2014.