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

Genesis 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
2015 Q2	$242K	Sell	2,726 -150	-5%	-$13.6K	0.2%	56
2015 Q1	$260K	Sell	2,876 -100	-3%	-$9.05K	0.22%	52
2014 Q4	$273K	Buy	+2,976	New	+$271K	0.22%	53

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

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

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

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

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

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

ERSOT

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Genesis Wealth Advisors's HYG Position: Q2 2015 in Review

Genesis Wealth Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 5.2% in Q2 2015, selling an estimated $13.6K and leaving 2,726 shares worth $242K. The position accounts for 0.2% of the portfolio, ranked #56.

Genesis Wealth Advisors first reported a position in HYG in Q4 2014 and has held it in 3 quarters since. The position peaked at $273K in Q4 2014. 457 funds tracked by Wall St. Rank hold HYG as of Q2 2015.

Genesis Wealth Advisors held 2,726 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $242K as of Q2 2015.
Genesis Wealth Advisors sold 150 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2015, an estimated $13.6K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.2% of Genesis Wealth Advisors's portfolio in Q2 2015, its #56 holding.
Genesis Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2014 and has held it in 3 quarters since.
Genesis Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $273K in Q4 2014.
457 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.