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

Guidant 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
2019 Q3	$510K	Sell	5,855 -13,131	-69%	-$1.14M	0.19%	72
2019 Q2	$1.66M	Sell	18,986 -720	-4%	-$62.2K	0.64%	35
2019 Q1	$1.7M	Sell	19,706 -116	-0.6%	-$9.85K	0.66%	34
2018 Q4	$1.61M	Buy	19,822 +5,091	+35%	+$426K	0.75%	34
2018 Q3	$1.38M	Sell	14,731 -279	-2%	-$24K	0.58%	21
2018 Q2	$1.39M	Sell	15,010 -227	-1%	-$19.4K	0.61%	21
2018 Q1	$1.43M	Sell	15,237 -120	-0.8%	-$10.4K	0.65%	21
2017 Q4	$1.49M	Buy	15,357 +4,209	+38%	+$369K	0.67%	22
2017 Q3	$985K	Sell	11,148 -145	-1%	-$12.8K	0.7%	25
2017 Q2	$990K	Sell	11,293 -158	-1%	-$13.9K	0.51%	43
2017 Q1	$999K	Sell	11,451 -96	-0.8%	-$8.38K	0.52%	43
2016 Q4	$1.01M	Sell	11,547 -986	-8%	-$84.9K	0.57%	42
2016 Q3	$1.09M	Buy	+12,533	New	+$1.08M	0.67%	38

Other funds holding HYG

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

BlackRock New York $5.72T AUM 30.48% 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

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Guidant Wealth Advisors's HYG Position: Q3 2019 in Review

Guidant Wealth Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 69% in Q3 2019, selling an estimated $1.14M and leaving 5,855 shares worth $510K. The position accounts for 0.19% of the portfolio, ranked #72.

Guidant Wealth Advisors first reported a position in HYG in Q3 2016 and has held it in 13 quarters since. The position peaked at $1.7M in Q1 2019. 665 funds tracked by Wall St. Rank hold HYG as of Q3 2019.

Guidant Wealth Advisors held 5,855 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $510K as of Q3 2019.
Guidant Wealth Advisors sold 13,131 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2019, an estimated $1.14M.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.19% of Guidant Wealth Advisors's portfolio in Q3 2019, its #72 holding.
Guidant Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.7M in Q1 2019.
665 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.