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

HighMark Wealth Management’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
2020 Q2	–	Sell	-1,356	Closed	-$104K	–	442
2020 Q1	$104K	Buy	1,356 +1	+0.1%	+$84	0.13%	47
2019 Q4	$119K	Buy	+1,355	New	+$118K	0.13%	49

Other funds holding HYG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HighMark Wealth Management's HYG Position: Q2 2020 in Review

HighMark Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2020, closing a stake of 1,356 shares — an estimated $104K sold.

HighMark Wealth Management first reported a position in HYG in Q4 2019 and held it in 2 quarters. The position peaked at $119K in Q4 2019. 762 funds tracked by Wall St. Rank hold HYG as of Q2 2020.

HighMark Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
HighMark Wealth Management sold 1,356 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2020, an estimated $104K.
HighMark Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and held it in 2 quarters.
HighMark Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $119K in Q4 2019.
762 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2020.

Based on HighMark Wealth Management's 13F filing for Q2 2020, filed 22 Jul 2020.