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

Hedeker Wealth’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	–	Sell	-19,088	Closed	-$1.66M	–	60
2019 Q2	$1.66M	Buy	19,088 +6,354	+50%	+$549K	1.05%	43
2019 Q1	$1.03M	Hold	12,734	–	–	0.78%	45
2018 Q4	$1.03M	Buy	12,734 +221	+2%	+$18.5K	0.83%	44
2018 Q3	$1.08M	Buy	12,513 +2,845	+29%	+$244K	0.76%	47
2018 Q2	$822K	Sell	9,668 -2,053	-18%	-$176K	0.63%	52
2018 Q1	$1M	Buy	11,721 +3,821	+48%	+$330K	0.77%	48
2017 Q4	$689K	Buy	7,900 +2,765	+54%	+$243K	0.54%	55
2017 Q3	$455K	Buy	5,135 +762	+17%	+$67.2K	0.4%	57
2017 Q2	$386K	Sell	4,373 -546	-11%	-$48.1K	0.37%	74
2017 Q1	$431K	Sell	4,919 -788	-14%	-$68.8K	0.41%	72
2016 Q4	$493K	Buy	5,707 +5,572	+4,127%	+$480K	0.41%	69
2016 Q3	$1.55K	Buy	+135	New	+$11.6K	0.08%	90

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

Hedeker Wealth's HYG Position: Q3 2019 in Review

Hedeker Wealth sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2019, closing a stake of 19,088 shares — an estimated $1.66M sold.

Hedeker Wealth first reported a position in HYG in Q3 2016 and held it in 12 quarters. The position peaked at $1.66M in Q2 2019. 665 funds tracked by Wall St. Rank hold HYG as of Q3 2019.

Hedeker Wealth reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
Hedeker Wealth sold 19,088 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2019, an estimated $1.66M.
Hedeker Wealth first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2016 and held it in 12 quarters.
Hedeker Wealth's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.66M in Q2 2019.
665 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2019.

Based on Hedeker Wealth's 13F filing for Q3 2019, filed 1 Nov 2019.