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

Fusion Investment Group’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
2015 Q4	$224K	Buy	2,782 +1,380	+98%	+$115K	0.6%	52
2015 Q3	$117K	Sell	1,402 -30,270	-96%	-$2.62M	0.28%	83
2015 Q2	$2.81M	Buy	31,672 +811	+3%	+$73.3K	2.18%	7
2015 Q1	$2.8M	Buy	30,861 +6,383	+26%	+$577K	2.24%	6
2014 Q4	$2.19M	Sell	24,478 -15,199	-38%	-$1.38M	1.85%	9
2014 Q3	$3.65M	Buy	39,677 +31,715	+398%	+$2.97M	3.16%	7
2014 Q2	$759K	Buy	7,962 +4,169	+110%	+$394K	0.65%	28
2014 Q1	$358K	Buy	3,793 +3,587	+1,741%	+$336K	0.36%	46
2013 Q4	$19K	Buy	+206	New	+$19.1K	0.01%	177

Other funds holding HYG

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

NSLI

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Fusion Investment Group's HYG Position: Q4 2015 in Review

Fusion Investment Group increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 98% in Q4 2015, buying an estimated $115K and bringing the position to 2,782 shares worth $224K. The position accounts for 0.6% of the portfolio, ranked #52.

Fusion Investment Group first reported a position in HYG in Q4 2013 and has held it in 9 quarters since. The position peaked at $3.65M in Q3 2014. 488 funds tracked by Wall St. Rank hold HYG as of Q4 2015.

Fusion Investment Group held 2,782 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $224K as of Q4 2015.
Fusion Investment Group bought 1,380 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2015, an estimated $115K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.6% of Fusion Investment Group's portfolio in Q4 2015, its #52 holding.
Fusion Investment Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2013 and has held it in 9 quarters since.
Fusion Investment Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.65M in Q3 2014.
488 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.