Gary Goldberg Planning Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Gary Goldberg Planning Services’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 Q4	$36K	Buy	+397	New	+$36.1K	0.02%	252

Other funds holding HYG

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

ERSOT

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Gary Goldberg Planning Services's HYG Position: Q4 2014 in Review

Gary Goldberg Planning Services opened a new position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2014: 397 shares worth $36K. The stake represents 0.02% of the portfolio and ranks #252 among its holdings.

471 funds tracked by Wall St. Rank hold HYG as of Q4 2014.

Gary Goldberg Planning Services held 397 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $36K as of Q4 2014.
iShares iBoxx $ High Yield Corporate Bond ETF was a new Gary Goldberg Planning Services position in Q4 2014.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #252 holding.
471 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.