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Heritage Trust’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Heritage Trust’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
2017
Q2 		– Sell
-28
Closed -$2K – 334
2017
Q1 		$2K Buy
+28
New +$2.44K ﹤0.01% 313

Other funds holding HYG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HMC
Harvard Management Company Boston, Massachusetts $4.26B AUM 5.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BAM
BTS Asset Management Lincoln, Massachusetts $47.4M AUM 1.28% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Heritage Trust's HYG Position: Q2 2017 in Review

Heritage Trust sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2017, closing a stake of 28 shares — an estimated $2K sold.

Heritage Trust first reported a position in HYG in Q1 2017 and held it in 1 quarter. The position peaked at $2K in Q1 2017. 591 funds tracked by Wall St. Rank hold HYG as of Q2 2017.

  • Heritage Trust reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Heritage Trust sold 28 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2017, an estimated $2K.
  • Heritage Trust first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2017 and held it in 1 quarter.
  • Heritage Trust's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2K in Q1 2017.
  • 591 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2017.

Based on Heritage Trust's 13F filing for Q2 2017, filed 9 Aug 2017.