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

Highwater 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
2017 Q3	–	Sell	-2,763	Closed	-$244K	–	47
2017 Q2	$244K	Buy	+2,763	New	+$243K	0.59%	40

Other funds holding HYG

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

HMC

Harvard Management Company Boston, Massachusetts $1.82B AUM 26.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

BAM

BTS Asset Management Lincoln, Massachusetts $25.9M AUM 2.16% 1-Year Est. Return

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

TIAAOA

Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Highwater Wealth Management's HYG Position: Q3 2017 in Review

Highwater Wealth Management sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2017, closing a stake of 2,763 shares — an estimated $244K sold.

Highwater Wealth Management first reported a position in HYG in Q2 2017 and held it in 1 quarter. The position peaked at $244K in Q2 2017. 594 funds tracked by Wall St. Rank hold HYG as of Q3 2017.

Highwater Wealth Management reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
Highwater Wealth Management sold 2,763 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2017, an estimated $244K.
Highwater Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2017 and held it in 1 quarter.
Highwater Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $244K in Q2 2017.
594 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2017.

Based on Highwater Wealth Management's 13F filing for Q3 2017, filed 18 Oct 2017.