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

Frontier 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
2017 Q1	–	Sell	-2,473	Closed	-$214K	–	410
2016 Q4	$214K	Hold	2,473	–	–	0.04%	347
2016 Q3	$216K	Buy	+2,473	New	+$213K	0.03%	323
2016 Q2	–	Sell	-2,473	Closed	-$202K	–	354
2016 Q1	$202K	Sell	2,473 -181	-7%	-$14.4K	0.02%	318
2015 Q4	$214K	Buy	+2,654	New	+$221K	0.03%	303

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

HMC

Harvard Management Company Boston, Massachusetts $4.26B AUM 5.81% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Frontier Wealth Management's HYG Position: Q1 2017 in Review

Frontier Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2017, closing a stake of 2,473 shares — an estimated $214K sold.

Frontier Wealth Management first reported a position in HYG in Q4 2015 and held it in 4 quarters. The position peaked at $216K in Q3 2016. 594 funds tracked by Wall St. Rank hold HYG as of Q1 2017.

Frontier Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
Frontier Wealth Management sold 2,473 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2017, an estimated $214K.
Frontier Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2015 and held it in 4 quarters.
Frontier Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $216K in Q3 2016.
594 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2017.

Based on Frontier Wealth Management's 13F filing for Q1 2017, filed 12 May 2017.