Holistic Financial Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Holistic Financial Partners’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
2018 Q2	–	Sell	-190	Closed	-$16K	–	181
2018 Q1	$16K	Hold	190	–	–	0.01%	290
2017 Q4	$17K	Buy	+190	New	+$16.7K	0.01%	295

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BAM

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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Holistic Financial Partners's HYG Position: Q2 2018 in Review

Holistic Financial Partners sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2018, closing a stake of 190 shares — an estimated $16K sold.

Holistic Financial Partners first reported a position in HYG in Q4 2017 and held it in 2 quarters. The position peaked at $17K in Q4 2017. 640 funds tracked by Wall St. Rank hold HYG as of Q2 2018.

Holistic Financial Partners reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
Holistic Financial Partners sold 190 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2018, an estimated $16K.
Holistic Financial Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2017 and held it in 2 quarters.
Holistic Financial Partners's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $17K in Q4 2017.
640 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.