Fusion Capital’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Fusion Capital’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
2020 Q3	–	Sell	-2,646	Closed	-$216K	–	68
2020 Q2	$216K	Sell	2,646 -131	-5%	-$10.6K	0.21%	58
2020 Q1	$214K	Sell	2,777 -1,246	-31%	-$105K	0.26%	51
2019 Q4	$354K	Buy	+4,023	New	+$350K	0.32%	43

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Fusion Capital's HYG Position: Q3 2020 in Review

Fusion Capital sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2020, closing a stake of 2,646 shares — an estimated $216K sold.

Fusion Capital first reported a position in HYG in Q4 2019 and held it in 3 quarters. The position peaked at $354K in Q4 2019. 781 funds tracked by Wall St. Rank hold HYG as of Q3 2020.

Fusion Capital reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Fusion Capital sold 2,646 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2020, an estimated $216K.
Fusion Capital first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and held it in 3 quarters.
Fusion Capital's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $354K in Q4 2019.
781 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2020.

Based on Fusion Capital's 13F filing for Q3 2020, filed 6 Nov 2020.