Forvis Mazars Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Forvis Mazars Wealth Advisors’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
2018 Q3	–	Sell	-2,411	Closed	-$205K	–	233
2018 Q2	$205K	Sell	2,411 -102	-4%	-$8.74K	0.02%	225
2018 Q1	$215K	Buy	2,513 +102	+4%	+$8.81K	0.02%	223
2017 Q4	$210K	Buy	+2,411	New	+$212K	0.02%	231

Other funds holding HYG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

BAM

BTS Asset Management Lincoln, Massachusetts $25.9M AUM 2.16% 1-Year Est. Return

Forvis Mazars Wealth Advisors's HYG Position: Q3 2018 in Review

Forvis Mazars Wealth Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2018, closing a stake of 2,411 shares — an estimated $205K sold.

Forvis Mazars Wealth Advisors first reported a position in HYG in Q4 2017 and held it in 3 quarters. The position peaked at $215K in Q1 2018. 647 funds tracked by Wall St. Rank hold HYG as of Q3 2018.

Forvis Mazars Wealth Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 2,411 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2018, an estimated $205K.
Forvis Mazars Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and held it in 3 quarters.
Forvis Mazars Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $215K in Q1 2018.
647 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2018.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.